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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

NBTB holding history

NBT Bancorp Inc in every 13F filed by Beacon Pointe 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)
17,544
Value
$866.1K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2022
Holdings of NBTB by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,544$866.1K<0.1%−60.0%ReducedHolders
Q1 202617,550$747.3K<0.1%+17,550NewHolders
Q3 20250$00.0%−17,543−100.0%Sold outHolders
Q2 202517,543$728.9K<0.1%00.0%UnchangedHolders
Q1 202517,543$752.6K<0.1%−166−0.9%ReducedHolders
Q4 202417,709$845.8K<0.1%00.0%UnchangedHolders
Q3 202417,709$783.3K<0.1%00.0%UnchangedHolders
Q2 202417,709$683.6K<0.1%00.0%UnchangedHolders
Q1 202417,709$649.6K<0.1%−394−2.2%ReducedHolders
Q4 202318,103$758.7K<0.1%+394+2.2%AddedHolders
Q3 202317,709$561.2K<0.1%−354−2.0%ReducedHolders
Q2 202318,063$575.3K<0.1%00.0%UnchangedHolders
Q1 202318,063$608.9K<0.1%00.0%UnchangedHolders
Q4 202218,063$784.3K<0.1%00.0%UnchangedHolders
Q3 202218,063$685.0K<0.1%00.0%UnchangedHolders
Q2 202218,063$678.0K<0.1%00.0%UnchangedHolders
Q1 202218,063$653.0K<0.1%+18,063NewHolders