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Disclosery

PRIVATE TRUST CO NA: CGDV position timeline

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

PRIVATE TRUST CO NA held 50,599 CGDV 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 50,599 shares
    Change vs previous 13F +1,975 shares

    0.2% of the 13F portfolio, value $2,493,512.

    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 48,624 shares
    Change vs previous 13F +11,023 shares

    0.18% of the 13F portfolio, value $2,068,459.

    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 37,601 shares
    Change vs previous 13F +6,438 shares

    0.14% of the 13F portfolio, value $1,640,908.

    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 31,163 shares
    Change vs previous 13F +228 shares

    0.12% of the 13F portfolio, value $1,309,781.

    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 30,935 shares
    Change vs previous 13F +10,894 shares

    0.12% of the 13F portfolio, value $1,221,623.

    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 20,041 shares
    Change vs previous 13F -1,040 shares

    0.07% of the 13F portfolio, value $714,261.

    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 21,081 shares
    Change vs previous 13F +4,177 shares

    0.08% of the 13F portfolio, value $743,316.

    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 16,904 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $615,982.

    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).