Skip to content
Disclosery

PRIVATE TRUST CO NA: CMS position timeline

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

PRIVATE TRUST CO NA held 2,585 CMS 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 2,585 shares
    Change vs previous 13F +979 shares

    0.02% of the 13F portfolio, value $197,753.

    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 1,606 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $124,593.

    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 1,615 shares
    Change vs previous 13F +53 shares

    0.01% of the 13F portfolio, value $112,937.

    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 1,562 shares
    Change vs previous 13F +143 shares

    0.01% of the 13F portfolio, value $114,432.

    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 1,419 shares
    Change vs previous 13F -47 shares

    0.01% of the 13F portfolio, value $98,308.

    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 1,466 shares
    Change vs previous 13F +185 shares

    0.01% of the 13F portfolio, value $110,111.

    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 1,281 shares
    Change vs previous 13F +299 shares

    0.01% of the 13F portfolio, value $85,379.

    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 982 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $69,359.

    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).