ERTS Wealth Advisors, LLC
- SEC CIK
- 0001767602
- Latest filing
- Aug 6, 2026
NIC holding history
Nicolet Bankshares Inc in every 13F filed by ERTS Wealth 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 (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −8,682−100.0% | Sold out | Holders |
| Q2 2023 | 8,682 | $589.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 8,682 | $547.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 8,682 | $692.7K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2022 | 8,682 | $612.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2022 | 8,682 | $628.0K | 0.2% | −220−2.5% | Reduced | Holders |
| Q1 2022 | 8,902 | $833.0K | 0.2% | −158−1.7% | Reduced | Holders |
| Q4 2021 | 9,060 | $777.0K | 0.2% | −5,424−37.4% | Reduced | Holders |
| Q3 2021 | 14,484 | $1.07M | 0.3% | +14,484 | New | Holders |