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Ascent Wealth Partners, LLC → NBTB

Ascent Wealth Partners, LLC NBTB Position History

NBT Bancorp Inc.

Quarters held
4
Latest value
$257K
Q3 2026
Peak value
$257K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$209K
Q1 2026$228K
Q2 2026$251K
Q3 2026$257K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$257K5.1K——
Q2 2026$251K5.1K——
Q1 2026$228K5.4K——
Q4 2025$209K5.0K——

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