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Disclosery

NICOLET BANKSHARES INC: TREX position timeline

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

NICOLET BANKSHARES INC held 0 TREX shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -9,276 shares

    13F-HR 0001775863-26-000003 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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 9,276 shares
    Change vs previous 13F +478 shares

    0.04% of the 13F portfolio, value $488,103.

    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).

  3. period ended2025-06-30
    13F 8,798 shares
    Change vs previous 13F +803 shares

    0.05% of the 13F portfolio, value $557,969.

    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).

  4. period ended2025-03-31
    13F 7,995 shares
    Change vs previous 13F +803 shares

    0.04% of the 13F portfolio, value $439,245.

    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).

  5. period ended2024-12-31
    13F 7,192 shares
    Change vs previous 13F -617 shares

    0.04% of the 13F portfolio, value $464,387.

    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).

  6. period ended2024-09-30
    13F 7,809 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $531,949.

    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).