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Disclosery

PRIVATE TRUST CO NA: COWG position timeline

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

PRIVATE TRUST CO NA held 4,722 COWG 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 4,722 shares
    Change vs previous 13F -3,007 shares

    0.02% of the 13F portfolio, value $189,571.

    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 7,729 shares
    Change vs previous 13F +687 shares

    0.02% of the 13F portfolio, value $260,768.

    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 7,042 shares
    Change vs previous 13F +713 shares

    0.02% of the 13F portfolio, value $247,949.

    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 6,329 shares
    Change vs previous 13F -1,720 shares

    0.02% of the 13F portfolio, value $229,743.

    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 8,049 shares
    Change vs previous 13F +385 shares

    0.03% of the 13F portfolio, value $282,600.

    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 7,664 shares
    Change vs previous 13F +245 shares

    0.02% of the 13F portfolio, value $235,975.

    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 7,419 shares
    Change vs previous 13F +6,968 shares

    0.02% of the 13F portfolio, value $237,705.

    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 451 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,957.

    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).