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Disclosery

PRIVATE TRUST CO NA: AGG position timeline

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

PRIVATE TRUST CO NA held 30,879 AGG 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 30,879 shares
    Change vs previous 13F -2,129 shares

    0.24% of the 13F portfolio, value $3,056,373.

    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 33,008 shares
    Change vs previous 13F +1,376 shares

    0.29% of the 13F portfolio, value $3,276,744.

    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 31,632 shares
    Change vs previous 13F +4,126 shares

    0.28% of the 13F portfolio, value $3,159,423.

    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 27,506 shares
    Change vs previous 13F -5,267 shares

    0.24% of the 13F portfolio, value $2,757,438.

    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 32,773 shares
    Change vs previous 13F -6,745 shares

    0.31% of the 13F portfolio, value $3,251,081.

    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 39,518 shares
    Change vs previous 13F -4,595 shares

    0.4% of the 13F portfolio, value $3,909,121.

    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 44,113 shares
    Change vs previous 13F -658 shares

    0.44% of the 13F portfolio, value $4,274,591.

    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 44,771 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $4,534,002.

    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).