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NICOLET BANKSHARES INC: UNH position timeline

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

NICOLET BANKSHARES INC held 10,096 UNH 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 10,096 shares
    Change vs previous 13F +806 shares

    0.13% of the 13F portfolio, value $4,206,334.

    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 9,290 shares
    Change vs previous 13F +2,943 shares

    0.09% of the 13F portfolio, value $2,526,747.

    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 6,347 shares
    Change vs previous 13F -209 shares

    0.1% of the 13F portfolio, value $2,135,753.

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

    • NICOLET BANKSHARES INC: 2,454 shares
    • NICOLET ADVISORY SERVICES, LLC: 3,893 shares

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

  4. period ended2025-09-30
    13F 6,556 shares
    Change vs previous 13F +117 shares

    0.12% of the 13F portfolio, value $2,337,329.

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

    • NICOLET BANKSHARES INC: 2,559 shares
    • NICOLET ADVISORY SERVICES, LLC: 3,997 shares

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

  5. period ended2025-06-30
    13F 6,439 shares
    Change vs previous 13F -1,121 shares

    0.1% of the 13F portfolio, value $1,705,413.

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

    • NICOLET BANKSHARES INC: 2,351 shares
    • NICOLET ADVISORY SERVICES, LLC: 4,088 shares

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

  6. period ended2025-03-31
    13F 7,560 shares
    Change vs previous 13F -1,303 shares

    0.29% of the 13F portfolio, value $4,329,519.

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

    • NICOLET BANKSHARES INC: 2,326 shares
    • NICOLET ADVISORY SERVICES, LLC: 5,234 shares

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

  7. period ended2024-12-31
    13F 8,863 shares
    Change vs previous 13F -32 shares

    0.3% of the 13F portfolio, value $4,577,547.

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

    • NICOLET BANKSHARES INC: 2,513 shares
    • NICOLET ADVISORY SERVICES, LLC: 6,350 shares

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

  8. period ended2024-09-30
    13F 8,895 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,252,195.

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

    • NICOLET BANKSHARES INC: 2,490 shares
    • NICOLET ADVISORY SERVICES, LLC: 6,405 shares

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