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Manager record

Nicolet Advisory Services, Llc

Green Bay, WI · CIK 1775863 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.48BReported 13F valueQ4 2025 · as filed
421Holdings listed
+15.5%vs prior quartervalue change includes market moves
3Quarters on record
Feb 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q4 2025Q2 2025: $1.2B$1.2BQ2 2025407 holdingsQ3 2025: $1.3B$1.3BQ3 2025415 holdingsQ4 2025: $1.5B$1.5BQ4 2025421 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 11 2026 13F-NT · period Q2 2026

View original SEC filing ↗
May 14 2026 13F-NT · period Q1 2026

View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$1.48B · 421 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR · period Q3 2025

$1.29B · 415 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$1.18B · 407 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q4 2025 · latest filing Aug 11, 2026 · Change methodology