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IAG Wealth Partners, LLC

Position in NIC — Nicolet Bankshares Inc

CIK 1827261 Waukesha, WI

Position in NIC

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$168,201
+$17,055 QoQ
Shares Held
1,017
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#191
of 249 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NIC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

IAG Wealth Partners, LLC holds $220,482 across 4 Banks - Regional names. NIC ranks #1 (76.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NIC
Nicolet Bankshares Inc
This page
1,017 $168,201

All Filings in NIC

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $168,201 1,017
2026-03-31 $151,146 1,017
2025-12-31 $123,362 1,017
2025-09-30 $136,786 1,017
2025-06-30 $125,579 1,017
2024-06-30 $5,563 67
2024-03-31 $11,522 134
2023-12-31 $10,864 135
2023-09-30 $9,420 135
2020-12-31 $13,137 198
2020-09-30 $10,812 198
2020-06-30 $10,850 198
2020-03-31 $10,806 198