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NICOLET BANKSHARES INC: YLD position timeline

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

NICOLET BANKSHARES INC held 143,202 YLD 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 143,202 shares
    Change vs previous 13F -411,772 shares

    0.09% of the 13F portfolio, value $2,724,471.

    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 554,974 shares
    Change vs previous 13F +58,565 shares

    0.39% of the 13F portfolio, value $10,459,757.

    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 496,409 shares
    Change vs previous 13F -98,749 shares

    0.45% of the 13F portfolio, value $9,468,929.

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

    • NICOLET BANKSHARES INC: 63,107 shares
    • NICOLET ADVISORY SERVICES, LLC: 433,302 shares

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

  4. period ended2025-09-30
    13F 595,158 shares
    Change vs previous 13F +32,230 shares

    0.6% of the 13F portfolio, value $11,500,252.

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

    • NICOLET BANKSHARES INC: 55,621 shares
    • NICOLET ADVISORY SERVICES, LLC: 539,537 shares

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

  5. period ended2025-06-30
    13F 562,928 shares
    Change vs previous 13F +50,307 shares

    0.62% of the 13F portfolio, value $10,794,948.

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

    • NICOLET BANKSHARES INC: 44,033 shares
    • NICOLET ADVISORY SERVICES, LLC: 518,895 shares

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

  6. period ended2025-03-31
    13F 512,621 shares
    Change vs previous 13F -30,083 shares

    0.94% of the 13F portfolio, value $9,437,351.

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

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

  7. period ended2024-12-31
    13F 542,704 shares
    Change vs previous 13F +8,668 shares

    0.96% of the 13F portfolio, value $10,425,336.

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

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

  8. period ended2024-09-30
    13F 534,036 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $10,403,017.

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

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