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NICOLET BANKSHARES INC: WEC position timeline

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

NICOLET BANKSHARES INC held 160,285 WEC 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 160,285 shares
    Change vs previous 13F -293 shares

    0.59% of the 13F portfolio, value $18,696,736.

    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 160,578 shares
    Change vs previous 13F +5,696 shares

    0.69% of the 13F portfolio, value $18,647,011.

    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 154,882 shares
    Change vs previous 13F +1,022 shares

    0.77% of the 13F portfolio, value $16,270,237.

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

    • NICOLET BANKSHARES INC: 16,674 shares
    • NICOLET ADVISORY SERVICES, LLC: 138,208 shares

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

  4. period ended2025-09-30
    13F 153,860 shares
    Change vs previous 13F +1,949 shares

    0.93% of the 13F portfolio, value $17,712,851.

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

    • NICOLET BANKSHARES INC: 19,344 shares
    • NICOLET ADVISORY SERVICES, LLC: 134,516 shares

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

  5. period ended2025-06-30
    13F 151,911 shares
    Change vs previous 13F +3,999 shares

    0.95% of the 13F portfolio, value $16,629,665.

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

    • NICOLET BANKSHARES INC: 19,370 shares
    • NICOLET ADVISORY SERVICES, LLC: 132,541 shares

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

  6. period ended2025-03-31
    13F 147,912 shares
    Change vs previous 13F +5,351 shares

    1.04% of the 13F portfolio, value $15,673,475.

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

    • NICOLET BANKSHARES INC: 19,386 shares
    • NICOLET ADVISORY SERVICES, LLC: 128,526 shares

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

  7. period ended2024-12-31
    13F 142,561 shares
    Change vs previous 13F +3,727 shares

    0.88% of the 13F portfolio, value $13,328,638.

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

    • NICOLET BANKSHARES INC: 19,001 shares
    • NICOLET ADVISORY SERVICES, LLC: 123,560 shares

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

  8. period ended2024-09-30
    13F 138,834 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $13,368,258.

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

    • NICOLET BANKSHARES INC: 21,839 shares
    • NICOLET ADVISORY SERVICES, LLC: 116,995 shares

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