SEC Filing Summary: NICOLET BANKSHARES INC (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by NICOLET BANKSHARES INC for the reporting period ending March 31, 2025. The report was filed on May 14, 2025, and identifies H. Phillip Moore, Jr. as the reporting contact. The filing discloses the investment holdings of the institution as of the period end.
Key Financial Metrics
The filing text does not provide specific values for revenue, profit, cash flow, margins, debt, or liquidity. As a 13F-HR, this document focuses on equity holdings rather than the issuer's operational financial performance.
- Total Value of Reported Securities: $498,063,063
- Number of Securities Reported: 204
Material Changes
The provided text does not contain comparative data against the prior period to determine material changes in holdings or financial status.
Guidance, Outlook, and Risks
The filing text does not provide management commentary, future guidance, risk factors, contingencies, or details on unusual items. These disclosures are typically found in Forms 10-K or 10-Q, not in 13F-HR filings.
Investor Verification Checklist
- Verify the specific composition of the 204 reported securities to understand the portfolio's sector allocation.
- Compare the total reported value ($498,063,063) against the previous quarter's 13F filing to assess net buying or selling activity.
- Review the company's most recent Form 10-Q or 10-K for operational financial metrics (revenue, earnings, liquidity) which are absent in this filing.