PRIVATE TRUST CO NA: CHE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIVATE TRUST CO NA on CHE, newest first. How the timeline and the estimate are built.
PRIVATE TRUST CO NA held 0 CHE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -4 shares
13F-HR 0001277557-26-000003 filed by PRIVATE TRUST CO NA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 4 sharesChange vs previous 13F -6 shares
<0.01% of the 13F portfolio, value $1,511.
13F-HR 0001277557-26-000002 filed by PRIVATE TRUST CO NA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $4,279.
13F-HR 0001277557-26-000001 filed by PRIVATE TRUST CO NA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10 sharesChange vs previous 13F -1 shares
<0.01% of the 13F portfolio, value $4,477.
13F-HR 0001277557-25-000005 filed by PRIVATE TRUST CO NA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $5,356.
13F-HR 0001277557-25-000003 filed by PRIVATE TRUST CO NA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11 sharesChange vs previous 13F -3 shares
<0.01% of the 13F portfolio, value $6,769.
13F-HR 0001277557-25-000002 filed by PRIVATE TRUST CO NA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14 sharesChange vs previous 13F -25 shares
<0.01% of the 13F portfolio, value $7,417.
13F-HR 0001277557-25-000001 filed by PRIVATE TRUST CO NA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 39 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $23,438.
13F-HR 0001277557-24-000004 filed by PRIVATE TRUST CO NA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).