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Disclosery

PRIVATE TRUST CO NA: BTZ position timeline

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

PRIVATE TRUST CO NA held 54,849 BTZ 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 54,849 shares
    Change vs previous 13F -80,000 shares

    0.04% of the 13F portfolio, value $560,556.

    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 134,849 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,361,974.

    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 134,849 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,460,414.

    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 134,849 shares
    Change vs previous 13F +15,000 shares

    0.13% of the 13F portfolio, value $1,490,080.

    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 119,849 shares
    Change vs previous 13F -3,976 shares

    0.12% of the 13F portfolio, value $1,308,750.

    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 123,825 shares
    Change vs previous 13F +3,005 shares

    0.14% of the 13F portfolio, value $1,327,403.

    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 120,820 shares
    Change vs previous 13F +45,640 shares

    0.13% of the 13F portfolio, value $1,263,775.

    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 75,180 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $848,035.

    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).