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NICOLET BANKSHARES INC: WMT position timeline

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

NICOLET BANKSHARES INC held 98,940 WMT 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 98,940 shares
    Change vs previous 13F -108 shares

    0.35% of the 13F portfolio, value $11,073,824.

    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 99,048 shares
    Change vs previous 13F +29,869 shares

    0.45% of the 13F portfolio, value $12,332,640.

    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 69,179 shares
    Change vs previous 13F -3,530 shares

    0.38% of the 13F portfolio, value $8,034,898.

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

    • NICOLET BANKSHARES INC: 19,231 shares
    • NICOLET ADVISORY SERVICES, LLC: 49,948 shares

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

  4. period ended2025-09-30
    13F 72,709 shares
    Change vs previous 13F +109 shares

    0.39% of the 13F portfolio, value $7,501,967.

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

    • NICOLET BANKSHARES INC: 24,849 shares
    • NICOLET ADVISORY SERVICES, LLC: 47,860 shares

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

  5. period ended2025-06-30
    13F 72,600 shares
    Change vs previous 13F +1,938 shares

    0.41% of the 13F portfolio, value $7,133,036.

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

    • NICOLET BANKSHARES INC: 24,433 shares
    • NICOLET ADVISORY SERVICES, LLC: 48,167 shares

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

  6. period ended2025-03-31
    13F 70,662 shares
    Change vs previous 13F +3,511 shares

    0.42% of the 13F portfolio, value $6,337,578.

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

    • NICOLET BANKSHARES INC: 23,079 shares
    • NICOLET ADVISORY SERVICES, LLC: 47,583 shares

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

  7. period ended2024-12-31
    13F 67,151 shares
    Change vs previous 13F +916 shares

    0.41% of the 13F portfolio, value $6,189,214.

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

    • NICOLET BANKSHARES INC: 21,079 shares
    • NICOLET ADVISORY SERVICES, LLC: 46,072 shares

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

  8. period ended2024-09-30
    13F 66,235 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,333,959.

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

    • NICOLET BANKSHARES INC: 20,905 shares
    • NICOLET ADVISORY SERVICES, LLC: 45,330 shares

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