Bank of New Hampshire DEMZ — Advisors Inner Circle Fund Iii Democratic Large Cap Core Etf

Ownership history in Bank of New Hampshire  ·  4 quarters on record

AI Ownership Summary

Bank of New Hampshire reported Advisors Inner Circle Fund Iii Democratic Large Cap Core Etf (DEMZ) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.04% in 2026 Q3. The latest visible filing shows DEMZ at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DEMZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bank of New Hampshire's position in Advisors Inner Circle Fund Iii Democratic Large Cap Core Etf, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

DEMZ was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bank of New Hampshire held DEMZ — position size vs. price
% of Fund (quarterly)    DEMZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 3,625 — 0% 0.04% $176K 2026-10-06 $49.50
2026 Q2 UNCHANGED — — — 3,625 — 0% 0.04% $173K 2026-07-14 $47.24
2026 Q1 UNCHANGED — — — 3,625 — 0% 0.03% $146K 2026-04-13 $42.76
2025 Q4 INITIATED — — — 3,625 — — 0.03% $155K 2026-03-16 $41.19

🏢 Other funds also holding DEMZ

As of 2026 Q3 — sorted by position size

STEPH & CO 3Y 0.04% First Heartland Consultants, Inc. 3Y 7Y 0.02% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About Bank of New Hampshire and DEMZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bank of New Hampshire reported owning DEMZ?

Bank of New Hampshire reported DEMZ across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported DEMZ position in Bank of New Hampshire's portfolio?

The largest reported portfolio weight for DEMZ was 0.04% in 2026 Q3.

What is the latest reported DEMZ position on this page?

The most recent filing on this page is 2026 Q3, when Bank of New Hampshire reported 3,625 shares, equal to 0.04% of portfolio, with an estimated market value of $176K.

What does the chart on this DEMZ ownership page compare?

The chart compares Bank of New Hampshire's quarterly DEMZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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