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Disclosery

CHICAGO TRUST Co NA: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CHICAGO TRUST Co NA on SRE, newest first. How the timeline and the estimate are built.

CHICAGO TRUST Co NA held 10,077 SRE 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 10,077 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $934,238.

    13F-HR 0001601539-26-000008 filed by CHICAGO TRUST Co NA
    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 10,077 shares
    Change vs previous 13F -8 shares

    0.16% of the 13F portfolio, value $979,182.

    13F-HR 0001601539-26-000006 filed by CHICAGO TRUST Co NA
    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 10,085 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $890,404.

    13F-HR 0001601539-26-000002 filed by CHICAGO TRUST Co NA
    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 10,085 shares
    Change vs previous 13F +8 shares

    0.13% of the 13F portfolio, value $907,448.

    13F-HR 0001601539-25-000010 filed by CHICAGO TRUST Co NA
    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 10,077 shares
    Change vs previous 13F -108 shares

    0.11% of the 13F portfolio, value $763,534.

    13F-HR 0001601539-25-000007 filed by CHICAGO TRUST Co NA
    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 10,185 shares
    Change vs previous 13F -295 shares

    0.13% of the 13F portfolio, value $726,800.

    13F-HR 0001601539-25-000005 filed by CHICAGO TRUST Co NA
    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 10,480 shares
    Change vs previous 13F -452 shares

    0.16% of the 13F portfolio, value $919,305.

    13F-HR 0001601539-25-000002 filed by CHICAGO TRUST Co NA
    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 10,932 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $914,243.

    13F-HR 0001601539-24-000010 filed by CHICAGO TRUST Co NA
    Filed (acceptance time not in the bulk data set), ingested

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