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Disclosery

PRIVATE TRUST CO NA: BUFD position timeline

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

PRIVATE TRUST CO NA held 20,710 BUFD 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 20,710 shares
    Change vs previous 13F -690 shares

    0.05% of the 13F portfolio, value $615,501.

    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 21,400 shares
    Change vs previous 13F +4,219 shares

    0.05% of the 13F portfolio, value $607,760.

    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 17,181 shares
    Change vs previous 13F +3,549 shares

    0.04% of the 13F portfolio, value $485,191.

    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 13,632 shares
    Change vs previous 13F +3,271 shares

    0.03% of the 13F portfolio, value $376,788.

    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 10,361 shares
    Change vs previous 13F +633 shares

    0.03% of the 13F portfolio, value $275,188.

    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 9,728 shares
    Change vs previous 13F +790 shares

    0.02% of the 13F portfolio, value $242,714.

    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 8,938 shares
    Change vs previous 13F +2,584 shares

    0.02% of the 13F portfolio, value $228,098.

    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 6,354 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $159,104.

    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).