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McGlone Suttner Wealth Management, Inc. → NIC

McGlone Suttner Wealth Management, Inc. NIC Position History

Nicolet Bankshares, Inc.

Quarters held
5
Latest value
$673K
Q3 2026
Peak value
$681K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$551K
Q4 2025$498K
Q1 2026$663K
Q2 2026$681K
Q3 2026$673K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$673K4.1K——
Q2 2026$681K4.1K——
Q1 2026$663K4.5K——
Q4 2025$498K4.1K——
Q3 2025$551K4.1K——

Other funds holding NIC

Other McGlone Suttner Wealth Management, Inc. positions

ETHA

ISHARES TR

$74.2M
ETHA

ISHARES TR

$73.2M
ETHA

ISHARES TR

$66.8M
ETHA

ISHARES TR

$66M
SCHW-PJ

SCHWAB STRATEGIC TR

$63.3M
ETHA

ISHARES TR

$62.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$61.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$57M