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Disclosery

NBT BANK, N.A.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NBT BANK, N.A. on JEPI, newest first. How the timeline and the estimate are built.

NBT BANK, N.A. held 17,308 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,308 shares
    Change vs previous 13F -2,227 shares

    0.06% of the 13F portfolio, value $977,556.

    13F-HR 0001140361-26-029985 filed by NBT BANK, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,535 shares
    Change vs previous 13F +9,255 shares

    0.07% of the 13F portfolio, value $1,107,244.

    13F-HR 0001140361-26-017312 filed by NBT BANK, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,280 shares
    Change vs previous 13F +2,595 shares

    0.05% of the 13F portfolio, value $715,214.

    13F-HR 0001140361-26-002113 filed by NBT BANK, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,685 shares
    Change vs previous 13F -955 shares

    0.03% of the 13F portfolio, value $475,072.

    13F-HR 0001140361-25-039589 filed by NBT BANK, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,640 shares
    Change vs previous 13F +2,245 shares

    0.03% of the 13F portfolio, value $491,184.

    13F-HR 0001140361-25-026909 filed by NBT BANK, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,395 shares
    Change vs previous 13F +1,188 shares

    0.03% of the 13F portfolio, value $365,410.

    13F-HR 0001140361-25-014423 filed by NBT BANK, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,207 shares
    Change vs previous 13F +1,870 shares

    0.02% of the 13F portfolio, value $299,559.

    13F-HR 0001140361-25-003531 filed by NBT BANK, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,337 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $198,585.

    13F-HR 0001140361-24-046807 filed by NBT BANK, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).