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NICOLET BANKSHARES INC: VO position timeline

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

NICOLET BANKSHARES INC held 674,232 VO 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 674,232 shares
    Change vs previous 13F +530,140 shares

    1.73% of the 13F portfolio, value $54,503,935.

    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 144,092 shares
    Change vs previous 13F +24,499 shares

    1.53% of the 13F portfolio, value $41,586,002.

    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 119,593 shares
    Change vs previous 13F +20,249 shares

    1.69% of the 13F portfolio, value $35,674,044.

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

    • NICOLET BANKSHARES INC: 11,692 shares
    • NICOLET ADVISORY SERVICES, LLC: 107,901 shares

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

  4. period ended2025-09-30
    13F 99,344 shares
    Change vs previous 13F -1,000 shares

    1.53% of the 13F portfolio, value $29,176,720.

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

    • NICOLET BANKSHARES INC: 6,381 shares
    • NICOLET ADVISORY SERVICES, LLC: 92,963 shares

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

  5. period ended2025-06-30
    13F 100,344 shares
    Change vs previous 13F +269 shares

    1.61% of the 13F portfolio, value $28,275,795.

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

    • NICOLET BANKSHARES INC: 7,180 shares
    • NICOLET ADVISORY SERVICES, LLC: 93,164 shares

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

  6. period ended2025-03-31
    13F 100,075 shares
    Change vs previous 13F +769 shares

    1.6% of the 13F portfolio, value $24,096,278.

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

    • NICOLET BANKSHARES INC: 6,220 shares
    • NICOLET ADVISORY SERVICES, LLC: 93,855 shares

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

  7. period ended2024-12-31
    13F 99,306 shares
    Change vs previous 13F +21 shares

    1.73% of the 13F portfolio, value $26,105,676.

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

    • NICOLET BANKSHARES INC: 4,665 shares
    • NICOLET ADVISORY SERVICES, LLC: 94,641 shares

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

  8. period ended2024-09-30
    13F 99,285 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $25,973,620.

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

    • NICOLET BANKSHARES INC: 4,551 shares
    • NICOLET ADVISORY SERVICES, LLC: 94,734 shares

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