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NBT BANK, N.A.: SCHD position timeline

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

NBT BANK, N.A. held 272,608 SCHD 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 272,608 shares
    Change vs previous 13F -1,450 shares

    0.57% of the 13F portfolio, value $8,644,406.

    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 274,058 shares
    Change vs previous 13F +286 shares

    0.55% of the 13F portfolio, value $8,408,113.

    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 273,772 shares
    Change vs previous 13F +555 shares

    0.5% of the 13F portfolio, value $7,518,375.

    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 273,217 shares
    Change vs previous 13F -11,976 shares

    0.5% of the 13F portfolio, value $7,463,834.

    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 285,193 shares
    Change vs previous 13F +1,627 shares

    0.52% of the 13F portfolio, value $7,557,614.

    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 283,566 shares
    Change vs previous 13F -2,800 shares

    0.57% of the 13F portfolio, value $7,928,516.

    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 286,366 shares
    Change vs previous 13F +189,054 shares

    0.54% of the 13F portfolio, value $7,823,519.

    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 97,312 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $8,225,747.

    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).