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Disclosery

NBT BANK, N.A.: SCHZ position timeline

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

NBT BANK, N.A. held 75,928 SCHZ 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 75,928 shares
    Change vs previous 13F -735 shares

    0.12% of the 13F portfolio, value $1,756,216.

    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 76,663 shares
    Change vs previous 13F +566 shares

    0.12% of the 13F portfolio, value $1,780,115.

    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 76,097 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,800,168.

    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 76,097 shares
    Change vs previous 13F -131 shares

    0.12% of the 13F portfolio, value $1,811,016.

    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 76,228 shares
    Change vs previous 13F -1,564 shares

    0.12% of the 13F portfolio, value $1,771,538.

    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 77,792 shares
    Change vs previous 13F -3,050 shares

    0.13% of the 13F portfolio, value $1,801,662.

    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 80,842 shares
    Change vs previous 13F +40,026 shares

    0.13% of the 13F portfolio, value $1,835,113.

    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 40,816 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,939,576.

    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).