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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

NBTB holding history

NBT Bancorp Inc in every 13F filed by Abound Wealth Management, 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 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2023
Holdings of NBTB by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−13−100.0%Sold outHolders
Q1 202413$477<0.1%00.0%UnchangedHolders
Q4 202313$545<0.1%−2−13.3%ReducedHolders
Q3 202315$476<0.1%00.0%UnchangedHolders
Q2 202315$478<0.1%+15NewHolders