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NICOLET BANKSHARES INC: UITB position timeline

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

NICOLET BANKSHARES INC held 671,256 UITB 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 671,256 shares
    Change vs previous 13F +185,948 shares

    1% of the 13F portfolio, value $31,420,114.

    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 485,308 shares
    Change vs previous 13F +65,886 shares

    0.84% of the 13F portfolio, value $22,807,975.

    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 419,422 shares
    Change vs previous 13F +51,792 shares

    0.94% of the 13F portfolio, value $19,877,325.

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

    • NICOLET BANKSHARES INC: 29,476 shares
    • NICOLET ADVISORY SERVICES, LLC: 389,946 shares

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

  4. period ended2025-09-30
    13F 367,630 shares
    Change vs previous 13F +21,057 shares

    0.92% of the 13F portfolio, value $17,480,405.

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

    • NICOLET BANKSHARES INC: 12,900 shares
    • NICOLET ADVISORY SERVICES, LLC: 354,730 shares

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

  5. period ended2025-06-30
    13F 346,573 shares
    Change vs previous 13F +1,500 shares

    1.39% of the 13F portfolio, value $16,353,067.

    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 345,073 shares
    Change vs previous 13F -7,583 shares

    1.58% of the 13F portfolio, value $15,900,951.

    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 352,656 shares
    Change vs previous 13F +9,395 shares

    1.47% of the 13F portfolio, value $16,045,850.

    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 343,261 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $16,418,190.

    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).