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Disclosery

PRIVATE TRUST CO NA: AIZ position timeline

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

PRIVATE TRUST CO NA held 52 AIZ 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 52 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $13,964.

    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 43 shares
    Change vs previous 13F -61 shares

    <0.01% of the 13F portfolio, value $9,366.

    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 104 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $25,048.

    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 82 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $17,761.

    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 97 shares
    Change vs previous 13F -52 shares

    <0.01% of the 13F portfolio, value $19,058.

    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 149 shares
    Change vs previous 13F +98 shares

    <0.01% of the 13F portfolio, value $31,253.

    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 51 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $10,874.

    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 37 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,358.

    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).