13F Filings History of Enterprise Bank & Trust Co

Latest 13F report
Q2 2025 - 07 Jul 2025
Value $
$267,420,537
Signature - Title
Patrick Connerty - Senior Vice President
Location
Lowell, MA
Summary
This page shows a list of all the recent 13F filings made by Enterprise Bank & Trust Co. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Enterprise Bank & Trust Co reported 135 stock holdings with total value $267,420,537 as of Q2 2025. Top holdings included IJH, MSFT, NVDA, AAPL, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 135 $267,420,537 +$5,095,098 -$17,498,885 -$12,403,787 IJH, MSFT, NVDA, AAPL, AMZN 13F-HR 07 Jul 2025, 13:08
Q1 2025 130 $258,892,775 +$8,775,961 -$42,865,712 -$34,089,751 IJH, AAPL, MSFT, NVDA, SPY 13F-HR 09 Apr 2025, 11:56
Q4 2024 130 $303,838,754 +$14,589,657 -$16,295,944 -$1,706,287 AGG, IJH, AAPL, MSFT, VNQ 13F-HR 13 Jan 2025, 13:46
Q3 2024 129 $310,425,766 +$7,625,442 -$3,996,590 +$3,628,852 AGG, IJH, GUNR, AAPL, MSFT 13F-HR 08 Oct 2024, 11:08
Q2 2024 121 $292,775,044 +$19,989,759 -$10,102,810 +$9,886,949 AGG, IJH, GUNR, MSFT, AAPL 13F-HR 10 Jul 2024, 10:01
Q1 2024 124 $291,282,218 +$27,365,019 -$12,463,893 +$14,901,126 IJH, AGG, GUNR, MSFT, VNQ 13F-HR 10 Apr 2024, 11:36
Q4 2023 122 $280,956,408 +$21,185,863 -$8,732,722 +$12,453,141 IJH, AGG, GUNR, AAPL, MSFT 13F-HR 09 Jan 2024, 09:13
Q3 2023 105 $242,537,650 +$3,084,376 -$13,027,495 -$9,943,119 IJH, AGG, GUNR, AAPL, VNQ 13F-HR 16 Oct 2023, 13:33
Q2 2023 115 $261,381,827 +$24,685,244 -$9,261,707 +$15,423,537 IJH, AGG, GUNR, AAPL, VNQ 13F-HR 06 Jul 2023, 14:18
Q1 2023 103 $231,437,149 +$13,710,226 -$4,104,912 +$9,605,314 IJH, AGG, GUNR, VNQ, AAPL 13F-HR 11 Apr 2023, 16:35
Q4 2022 97 $211,396,218 +$11,588,097 -$4,528,313 +$7,059,784 AGG, IJH, GUNR, VNQ, AAPL 13F-HR 11 Jan 2023, 10:55
Q3 2022 86 $192,243,000 +$11,064,603 -$21,103,362 -$10,038,759 AGG, IJH, VNQ, GUNR, AAPL 13F-HR 06 Oct 2022, 13:27
Q2 2022 89 $220,790,000 +$27,696,858 -$20,157,967 +$7,538,891 AGG, IJH, VNQ, VT, GUNR 13F-HR 06 Jul 2022, 11:55
Q1 2022 91 $254,594,000 +$7,424,545 -$20,247,537 -$12,822,992 AGG, IJH, VNQ, AAPL, MSFT 13F-HR 13 Apr 2022, 09:56
Q4 2021 95 $286,008,000 +$15,270,908 -$3,580,212 +$11,690,696 AGG, IJH, VNQ, AAPL, MSFT 13F-HR 03 Jan 2022, 10:06
Q3 2021 96 $253,332,000 +$8,880,130 -$7,368,081 +$1,512,049 AGG, IJH, VNQ, AAPL, MSFT 13F-HR 04 Oct 2021, 13:02
Q2 2021 98 $253,282,000 +$12,633,743 -$14,568,920 -$1,935,177 AGG, IJH, VNQ, MSFT, AAPL 13F-HR 06 Jul 2021, 13:30
Q1 2021 91 $237,236,000 +$11,345,716 -$11,629,233 -$283,517 AGG, BIV, VNQ, AAPL, MSFT 13F-HR 15 Apr 2021, 13:28
Q4 2020 90 $232,830,000 +$10,523,385 -$5,820,707 +$4,702,678 AGG, BIV, AAPL, AMZN, MSFT 13F-HR 05 Jan 2021, 12:57
Q3 2020 89 $212,481,000 +$12,703,829 -$7,880,788 +$4,823,041 AGG, BIV, AMZN, AAPL, MSFT 13F-HR 16 Oct 2020, 09:16
Q2 2020 85 $199,987,000 +$6,659,553 -$3,297,705 +$3,361,848 AGG, BIV, AMZN, MSFT, AAPL 13F-HR 10 Jul 2020, 10:38
Q1 2020 82 $169,251,000 +$7,600,658 -$35,499,613 -$27,898,955 AGG, BIV, MSFT, AMZN, TJX 13F-HR 07 Apr 2020, 12:29
Q4 2019 94 $222,767,000 +$7,771,592 -$2,153,533 +$5,618,059 AGG, BIV, VOO, TJX, SLY 13F-HR 07 Jan 2020, 12:50
Q3 2019 88 $205,638,000 +$16,267,310 -$6,608,456 +$9,658,854 AGG, BIV, VOO, TJX, SLY 13F-HR 07 Oct 2019, 11:06
Q2 2019 87 $194,042,000 +$15,676,398 -$70,618,548 -$54,942,150 AGG, BIV, VOO, SLY, TJX 13F-HR 12 Jul 2019, 10:01
Q1 2019 105 $243,488,000 $0 $0 $0 AGG, EBTC, BNDC, BIV, VOO 13F-HR 24 Apr 2019, 11:45