Vertex shares owned by Nicolet Advisory Services
Quarter-by-quarter ownership of Vertex (VERX) shares owned by Nicolet Advisory Services
from 13F filings
Historical chart of Nicolet Advisory Services investment in Vertex
Tip: Access up to 7 years of quarterly data
All positions including Vertex held by Nicolet Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vertex by Nicolet Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $467k | 19k | 24.80 |
| 2025-06-30 | $486k | 15k | 32.30 |
| 2025-03-31 | $474k | 12k | 38.18 |
| 2024-12-31 | $456k | 8.7k | 52.16 |
| 2024-09-30 | $323k | 7.8k | 41.60 |