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NICOLET BANKSHARES INC: XLU position timeline

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

NICOLET BANKSHARES INC held 146,322 XLU 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 146,322 shares
    Change vs previous 13F +15,020 shares

    0.21% of the 13F portfolio, value $6,633,896.

    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 131,302 shares
    Change vs previous 13F +111,358 shares

    0.22% of the 13F portfolio, value $6,027,312.

    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 19,944 shares
    Change vs previous 13F +11,237 shares

    0.04% of the 13F portfolio, value $850,412.

    13F-HR 0001174850-26-000041 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 10,972 shares
    • NICOLET ADVISORY SERVICES, LLC: 8,972 shares

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

  4. period ended2025-09-30
    13F 8,707 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $770,826.

    13F-HR 0001174850-25-000085 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 4,826 shares
    • NICOLET ADVISORY SERVICES, LLC: 3,881 shares

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

  5. period ended2025-06-30
    13F 8,704 shares
    Change vs previous 13F +5,223 shares

    0.04% of the 13F portfolio, value $726,811.

    13F-HR 0001174850-25-000038 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 4,826 shares
    • NICOLET ADVISORY SERVICES, LLC: 3,878 shares

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

  6. period ended2025-03-31
    13F 3,481 shares
    Change vs previous 13F -4,132 shares

    0.06% of the 13F portfolio, value $274,477.

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

    • NICOLET BANKSHARES INC: 3,481 shares
    • NICOLET ADVISORY SERVICES, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 7,613 shares
    Change vs previous 13F +1,100 shares

    0.04% of the 13F portfolio, value $575,783.

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

    • NICOLET BANKSHARES INC: 3,481 shares
    • NICOLET ADVISORY SERVICES, LLC: 4,132 shares

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

  8. period ended2024-09-30
    13F 6,513 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $528,146.

    13F-HR 0001174850-24-000048 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 3,481 shares
    • NICOLET ADVISORY SERVICES, LLC: 3,032 shares

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