Skip to main content

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

NBTB holding history

NBT Bancorp Inc in every 13F filed by CWM Advisors, 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)
13,789
Value
$680.8K
% of portfolio
<0.1%
Quarters held
20
Since Q3 2021
Holdings of NBTB by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,789$680.8K<0.1%+1,752+14.6%AddedHolders
Q1 202612,037$512.5K<0.1%+780+6.9%AddedHolders
Q4 202511,257$467.4K<0.1%+315+2.9%AddedHolders
Q3 202510,942$456.9K<0.1%+1,574+16.8%AddedHolders
Q2 20259,368$389.2K<0.1%+1,345+16.8%AddedHolders
Q1 20258,023$344.2K<0.1%−351−4.2%ReducedHolders
Q4 20248,374$399.9K<0.1%−1,004−10.7%ReducedHolders
Q3 20249,378$414.8K<0.1%+331+3.7%AddedHolders
Q2 20249,047$349.2K<0.1%−712−7.3%ReducedHolders
Q1 20249,759$358.0K<0.1%+634+6.9%AddedHolders
Q4 20239,125$382.4K<0.1%−537−5.6%ReducedHolders
Q3 20239,662$306.2K<0.1%−177−1.8%ReducedHolders
Q2 20239,839$313.4K<0.1%+1,697+20.8%AddedHolders
Q1 20238,142$274.5K<0.1%+2,729+50.4%AddedHolders
Q4 20225,413$235.0K<0.1%−51−0.9%ReducedHolders
Q3 20225,464$207.0K<0.1%−138−2.5%ReducedHolders
Q2 20225,602$211.0K<0.1%−975−14.8%ReducedHolders
Q1 20226,577$238.0K<0.1%+116+1.8%AddedHolders
Q4 20216,461$249.0K<0.1%−205−3.1%ReducedHolders
Q3 20216,666$241.0K<0.1%+6,666NewHolders