CHICAGO TRUST Co NA: SOUHY position timeline

CHICAGO TRUST Co NA held 70,487 SOUHY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 70,487 shares

   Change vs previous 13F +1,789 shares

   0.14% of the 13F portfolio, value $952,278.

   13F-HR 0001601539-26-000008 filed by CHICAGO TRUST Co NA
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 68,698 shares

   Change vs previous 13F -8,037 shares

   0.16% of the 13F portfolio, value $1,004,570.

   13F-HR 0001601539-26-000006 filed by CHICAGO TRUST Co NA
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 76,735 shares

   Change vs previous 13F -1,847 shares

   0.14% of the 13F portfolio, value $910,843.

   13F-HR 0001601539-26-000002 filed by CHICAGO TRUST Co NA
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 78,582 shares

   Change vs previous 13F +15,681 shares

   0.1% of the 13F portfolio, value $713,524.

   13F-HR 0001601539-25-000010 filed by CHICAGO TRUST Co NA
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 62,901 shares

   Change vs previous 13F +14,745 shares

   0.08% of the 13F portfolio, value $599,760.

   13F-HR 0001601539-25-000007 filed by CHICAGO TRUST Co NA
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 48,156 shares

   Change vs previous 13F +9,858 shares

   0.09% of the 13F portfolio, value $483,148.

   13F-HR 0001601539-25-000005 filed by CHICAGO TRUST Co NA
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 38,298 shares

   Change vs previous 13F -330 shares

   0.07% of the 13F portfolio, value $403,124.

   13F-HR 0001601539-25-000002 filed by CHICAGO TRUST Co NA
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 38,628 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $505,137.

   13F-HR 0001601539-24-000010 filed by CHICAGO TRUST Co NA
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).