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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

NIC holding history

Nicolet Bankshares Inc in every 13F filed by Wealthspire Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NIC overviewAll 13F holders of NICFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2021
Holdings of NIC by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−975−100.0%Sold outHolders
Q3 2025975$131.1K<0.1%+975NewHolders
Q3 20210$00.0%−4,205−100.0%Sold outHolders
Q2 20214,205$296.0K<0.1%00.0%UnchangedHolders
Q1 20214,205$351.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.