Skip to content
Disclosery

PRIVATE TRUST CO NA: ADI position timeline

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

PRIVATE TRUST CO NA held 3,116 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,116 shares
    Change vs previous 13F -42 shares

    0.1% of the 13F portfolio, value $1,237,582.

    13F-HR 0001277557-26-000003 filed by PRIVATE 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 3,158 shares
    Change vs previous 13F -379 shares

    0.09% of the 13F portfolio, value $1,004,686.

    13F-HR 0001277557-26-000002 filed by PRIVATE 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 3,537 shares
    Change vs previous 13F -14 shares

    0.08% of the 13F portfolio, value $959,234.

    13F-HR 0001277557-26-000001 filed by PRIVATE 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 3,551 shares
    Change vs previous 13F +157 shares

    0.08% of the 13F portfolio, value $872,481.

    13F-HR 0001277557-25-000005 filed by PRIVATE 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 3,394 shares
    Change vs previous 13F -566 shares

    0.08% of the 13F portfolio, value $807,937.

    13F-HR 0001277557-25-000003 filed by PRIVATE 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 3,960 shares
    Change vs previous 13F +70 shares

    0.08% of the 13F portfolio, value $798,696.

    13F-HR 0001277557-25-000002 filed by PRIVATE 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 3,890 shares
    Change vs previous 13F -1,558 shares

    0.08% of the 13F portfolio, value $826,556.

    13F-HR 0001277557-25-000001 filed by PRIVATE 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 5,448 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,254,060.

    13F-HR 0001277557-24-000004 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

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