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Disclosery

NICOLET BANKSHARES INC: VERX position timeline

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

NICOLET BANKSHARES INC held 0 VERX 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 -18,831 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 18,831 shares
    Change vs previous 13F +3,781 shares

    0.04% of the 13F portfolio, value $467,009.

    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 15,050 shares
    Change vs previous 13F +2,634 shares

    0.04% of the 13F portfolio, value $486,115.

    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 12,416 shares
    Change vs previous 13F +3,670 shares

    0.05% of the 13F portfolio, value $474,043.

    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 8,746 shares
    Change vs previous 13F +991 shares

    0.04% of the 13F portfolio, value $456,191.

    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 7,755 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $322,608.

    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).