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Creative Planning NIC Position History
Nicolet Bankshares, Inc.
Quarters held
9
Latest value
$6.4M
Q3 2026
Peak value
$6.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $79K |
| Q3 2025 | $2.4M |
| Q4 2025 | $2.1M |
| Q1 2026 | $202K |
| Q1 2026 | $5.9M |
| Q2 2026 | $225K |
| Q2 2026 | $6.3M |
| Q3 2026 | $222K |
| Q3 2026 | $6.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.4M | 39.2K | — | — |
| Q3 2026 | $222K | 1.4K | — | — |
| Q2 2026 | $6.3M | 38.3K | — | — |
| Q2 2026 | $225K | 1.4K | — | — |
| Q1 2026 | $5.9M | 40.0K | — | — |
| Q1 2026 | $202K | 1.4K | — | — |
| Q4 2025 | $2.1M | 17.7K | — | — |
| Q3 2025 | $2.4M | 18.1K | — | — |
| Q3 2025 | $79K | 590 | — | — |
Other funds holding NIC
$194.2M
$194.2M
$105.7M
$89.3M
$82.7M
$78.3M
$77.2M
$58.1M