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NICOLET BANKSHARES INC: WFC position timeline

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

NICOLET BANKSHARES INC held 52,592 WFC 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 52,592 shares
    Change vs previous 13F -1,400 shares

    0.14% of the 13F portfolio, value $4,501,687.

    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 53,992 shares
    Change vs previous 13F +1,574 shares

    0.16% of the 13F portfolio, value $4,330,249.

    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 52,418 shares
    Change vs previous 13F +1,936 shares

    0.23% of the 13F portfolio, value $4,946,131.

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

    • NICOLET BANKSHARES INC: 17,880 shares
    • NICOLET ADVISORY SERVICES, LLC: 34,538 shares

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

  4. period ended2025-09-30
    13F 50,482 shares
    Change vs previous 13F -515 shares

    0.22% of the 13F portfolio, value $4,138,226.

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

    • NICOLET BANKSHARES INC: 15,710 shares
    • NICOLET ADVISORY SERVICES, LLC: 34,772 shares

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

  5. period ended2025-06-30
    13F 50,997 shares
    Change vs previous 13F +160 shares

    0.23% of the 13F portfolio, value $4,006,060.

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

    • NICOLET BANKSHARES INC: 16,879 shares
    • NICOLET ADVISORY SERVICES, LLC: 34,118 shares

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

  6. period ended2025-03-31
    13F 50,837 shares
    Change vs previous 13F +2,840 shares

    0.22% of the 13F portfolio, value $3,355,015.

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

    • NICOLET BANKSHARES INC: 16,898 shares
    • NICOLET ADVISORY SERVICES, LLC: 33,939 shares

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

  7. period ended2024-12-31
    13F 47,997 shares
    Change vs previous 13F +1,397 shares

    0.22% of the 13F portfolio, value $3,362,009.

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

    • NICOLET BANKSHARES INC: 14,898 shares
    • NICOLET ADVISORY SERVICES, LLC: 33,099 shares

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

  8. period ended2024-09-30
    13F 46,600 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,583,405.

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

    • NICOLET BANKSHARES INC: 14,128 shares
    • NICOLET ADVISORY SERVICES, LLC: 32,472 shares

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