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PRIVATE TRUST CO NA: BUFZ position timeline

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

PRIVATE TRUST CO NA held 39,145 BUFZ 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 39,145 shares
    Change vs previous 13F -1,322 shares

    0.09% of the 13F portfolio, value $1,093,320.

    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 40,467 shares
    Change vs previous 13F +2,964 shares

    0.1% of the 13F portfolio, value $1,079,255.

    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 37,503 shares
    Change vs previous 13F +22,568 shares

    0.09% of the 13F portfolio, value $994,955.

    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 14,935 shares
    Change vs previous 13F -3,395 shares

    0.03% of the 13F portfolio, value $386,817.

    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 18,330 shares
    Change vs previous 13F +2,550 shares

    0.04% of the 13F portfolio, value $456,967.

    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 15,780 shares
    Change vs previous 13F +2,335 shares

    0.04% of the 13F portfolio, value $370,830.

    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 13,445 shares
    Change vs previous 13F +11,945 shares

    0.03% of the 13F portfolio, value $321,201.

    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 1,500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35,310.

    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).