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Disclosery

PRIVATE TRUST CO NA: AVUV position timeline

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

PRIVATE TRUST CO NA held 8,322 AVUV 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 8,322 shares
    Change vs previous 13F +2,083 shares

    0.08% of the 13F portfolio, value $1,038,206.

    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 6,239 shares
    Change vs previous 13F +175 shares

    0.06% of the 13F portfolio, value $689,181.

    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 6,064 shares
    Change vs previous 13F +1,008 shares

    0.05% of the 13F portfolio, value $618,368.

    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 5,056 shares
    Change vs previous 13F +640 shares

    0.04% of the 13F portfolio, value $503,186.

    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 4,416 shares
    Change vs previous 13F +87 shares

    0.04% of the 13F portfolio, value $402,263.

    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 4,329 shares
    Change vs previous 13F -959 shares

    0.04% of the 13F portfolio, value $377,326.

    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 5,288 shares
    Change vs previous 13F -4 shares

    0.05% of the 13F portfolio, value $510,414.

    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 5,292 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $507,731.

    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).