WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in NBTB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,483,578 | 107,986 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $3,969,747 | 95,061 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $3,918,871 | 94,317 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $3,840,751 | 89,528 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $5,190,126 | 108,671 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $6,397,515 | 144,642 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $5,381,110 | 139,407 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $5,113,742 | 139,415 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $5,847,911 | 139,535 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $4,421,135 | 139,512 | Shares | Sole | 2023-11-13 |