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NICOLET BANKSHARES INC: SPYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NICOLET BANKSHARES INC on SPYM, newest first. How the timeline and the estimate are built.

NICOLET BANKSHARES INC held 5,001,980 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,001,980 shares
    Change vs previous 13F +363,961 shares

    14.05% of the 13F portfolio, value $441,822,050.

    13F-HR 0001174850-26-000167 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,638,019 shares
    Change vs previous 13F +526,813 shares

    13.18% of the 13F portfolio, value $357,172,198.

    13F-HR 0001174850-26-000116 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,111,206 shares
    Change vs previous 13F +4,078,439 shares

    15.91% of the 13F portfolio, value $335,505,489.

    13F-HR 0001775863-26-000003 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 500,712 shares
    • NICOLET ADVISORY SERVICES, LLC: 3,610,494 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 32,767 shares
    Change vs previous 13F +3,750 shares

    0.2% of the 13F portfolio, value $2,579,436.

    13F-HR 0001775863-25-000013 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,017 shares
    Change vs previous 13F +12,197 shares

    0.18% of the 13F portfolio, value $2,122,579.

    13F-HR 0001775863-25-000008 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,820 shares
    Change vs previous 13F +4,413 shares

    0.1% of the 13F portfolio, value $1,037,809.

    13F-HR 0001775863-25-000004 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,407 shares
    Change vs previous 13F +1,421 shares

    0.08% of the 13F portfolio, value $847,431.

    13F-HR 0001775863-25-000002 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,986 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $733,734.

    13F-HR 0001775863-24-000013 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).