McGlone Suttner Wealth Management, Inc.

Position in NIC — Nicolet Bankshares Inc

CIK 1964819 APPLETON, WI

Position in NIC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$681,406

+$18,710 QoQ

Shares Held

4,120

-7.6% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#21

of 54 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

McGlone Suttner Wealth Management, Inc. holds $4,105,412 across 7 Banks - Regional names. NIC ranks #3 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	18,618	$1,124,527
2	BFC	Bank First Corp	4,875	$723,206
3	NIC	Nicolet Bankshares Inc This page	4,120	$681,406
4	PNC	Pnc Financial Services Group, Inc.	2,101	$517,308
5	FITB	Fifth Third Bancorp	9,152	$515,898
6	CFG	Citizens Financial Group Inc/Ri	4,153	$291,000
7	ASB	Associated Banc-Corp	8,192	$252,067

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$681,406	4,120	-7.6%	Shares	Sole	2026-07-21
2026-03-31	$662,696	4,459	+8.6%	Shares	Sole	2026-04-21
2025-12-31	$498,057	4,106	+0.1%	Shares	Sole	2026-01-15
2025-09-30	$551,450	4,100	+0.2%	Shares	Sole	2025-10-20
2025-06-30	$505,403	4,093	+0.2%	Shares	Sole	2025-07-14
2025-03-31	$445,101	4,085	+0.2%	Shares	Sole	2025-04-29
2024-12-31	$427,822	4,078	+0.2%	Shares	Sole	2025-01-21
2024-09-30	$389,309	4,071	+0.7%	Shares	Sole	2024-10-10
2024-06-30	$335,813	4,044	-11.5%	Shares	Sole	2024-07-18
2024-03-31	$393,060	4,571	+13.0%	Shares	Sole	2024-04-18
2023-12-31	$325,461	4,044	+0.2%	Shares	Sole	2024-01-18
2023-09-30	$281,492	4,034	+0.2%	Shares	Sole	2023-10-19
2023-06-30	$273,405	4,026	-4.8%	Shares	Sole	2023-07-25
2023-03-31	$266,512	4,227	+2.8%	Shares	Sole	2023-04-20
2022-12-31	$327,936	4,110	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.