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NICOLET BANKSHARES INC: UPS position timeline

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

NICOLET BANKSHARES INC held 9,262 UPS 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 9,262 shares
    Change vs previous 13F +1,142 shares

    0.03% of the 13F portfolio, value $1,006,430.

    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 8,120 shares
    Change vs previous 13F +4,919 shares

    0.03% of the 13F portfolio, value $797,338.

    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 3,201 shares
    Change vs previous 13F +159 shares

    0.02% of the 13F portfolio, value $345,789.

    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).

  4. period ended2025-09-30
    13F 3,042 shares
    Change vs previous 13F +38 shares

    0.02% of the 13F portfolio, value $261,524.

    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 3,004 shares
    Change vs previous 13F -1,577 shares

    0.02% of the 13F portfolio, value $253,846.

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

    • NICOLET BANKSHARES INC: 0 shares
    • NICOLET ADVISORY SERVICES, LLC: 3,004 shares

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

  6. period ended2025-03-31
    13F 4,581 shares
    Change vs previous 13F -775 shares

    0.03% of the 13F portfolio, value $468,303.

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

    • NICOLET BANKSHARES INC: 1,934 shares
    • NICOLET ADVISORY SERVICES, LLC: 2,647 shares

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

  7. period ended2024-12-31
    13F 5,356 shares
    Change vs previous 13F -1,092 shares

    0.04% of the 13F portfolio, value $665,787.

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

    • NICOLET BANKSHARES INC: 1,934 shares
    • NICOLET ADVISORY SERVICES, LLC: 3,422 shares

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

  8. period ended2024-09-30
    13F 6,448 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $855,827.

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

    • NICOLET BANKSHARES INC: 2,298 shares
    • NICOLET ADVISORY SERVICES, LLC: 4,150 shares

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