Skip to content
Disclosery

NICOLET BANKSHARES INC: XLE position timeline

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

NICOLET BANKSHARES INC held 4,318 XLE 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 4,318 shares
    Change vs previous 13F -3,832 shares

    0.01% of the 13F portfolio, value $229,328.

    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 8,150 shares
    Change vs previous 13F -2,387 shares

    0.02% of the 13F portfolio, value $490,771.

    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 10,537 shares
    Change vs previous 13F +5,144 shares

    0.02% of the 13F portfolio, value $479,791.

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

    • NICOLET BANKSHARES INC: 5,210 shares
    • NICOLET ADVISORY SERVICES, LLC: 5,327 shares

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

  4. period ended2025-09-30
    13F 5,393 shares
    Change vs previous 13F +34 shares

    0.03% of the 13F portfolio, value $482,273.

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

    • NICOLET BANKSHARES INC: 2,605 shares
    • NICOLET ADVISORY SERVICES, LLC: 2,788 shares

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

  5. period ended2025-06-30
    13F 5,359 shares
    Change vs previous 13F +2,949 shares

    0.03% of the 13F portfolio, value $456,686.

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

    • NICOLET BANKSHARES INC: 2,605 shares
    • NICOLET ADVISORY SERVICES, LLC: 2,754 shares

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

  6. period ended2025-03-31
    13F 2,410 shares
    Change vs previous 13F -2,346 shares

    0.05% of the 13F portfolio, value $225,215.

    13F-HR 0001174850-25-000025 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 2,410 shares
    • NICOLET ADVISORY SERVICES, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 4,756 shares
    Change vs previous 13F +2,346 shares

    0.03% of the 13F portfolio, value $413,789.

    13F-HR 0001174850-25-000004 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 2,410 shares
    • NICOLET ADVISORY SERVICES, LLC: 2,346 shares

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

  8. period ended2024-09-30
    13F 2,410 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $211,598.

    13F-HR 0001174850-24-000048 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).