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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → NBTB
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC NBTB Position History
NBT Bancorp Inc.
Quarters held
5
Latest value
$5.5M
Q3 2026
Peak value
$5.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.9M |
| Q4 2025 | $4.6M |
| Q1 2026 | $4.5M |
| Q2 2026 | $4.8M |
| Q3 2026 | $5.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.5M | 109.8K | — | — |
| Q2 2026 | $4.8M | 96.0K | — | — |
| Q1 2026 | $4.5M | 103.5K | — | — |
| Q4 2025 | $4.6M | 108.0K | — | — |
| Q3 2025 | $3.9M | 95.1K | — | — |
Other funds holding NBTB
$248.3M
$236.9M
$234.2M
$233.1M
$215.2M
$198.6M
$194.8M
$134.9M