TD Private Client Wealth LLC
- SEC CIK
- 0001551017
- Latest filing
- Aug 4, 2026
NBTB holding history
NBT Bancorp Inc in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
NBTB overviewAll 13F holders of NBTBFull Q2 2026 holdings
- Shares (Q2 2026)
- 867
- Value
- $42.8K
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 867 | $42.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 867 | $36.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 867 | $36.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 867 | $36.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 867 | $36.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 867 | $37.2K | <0.1% | +294+51.3% | Added | Holders |
| Q4 2024 | 573 | $27.4K | <0.1% | +89+18.4% | Added | Holders |
| Q3 2024 | 484 | $21.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 484 | $18.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 484 | $17.8K | <0.1% | −296−37.9% | Reduced | Holders |
| Q4 2023 | 780 | $32.7K | <0.1% | +207+36.1% | Added | Holders |
| Q3 2023 | 573 | $18.2K | <0.1% | +226+65.1% | Added | Holders |
| Q2 2023 | 347 | $11.1K | <0.1% | +347 | New | Holders |