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Disclosery

PRIVATE TRUST CO NA: CRM position timeline

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

PRIVATE TRUST CO NA held 5,257 CRM 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 5,257 shares
    Change vs previous 13F -703 shares

    0.07% of the 13F portfolio, value $823,639.

    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 5,960 shares
    Change vs previous 13F -490 shares

    0.1% of the 13F portfolio, value $1,112,599.

    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 6,450 shares
    Change vs previous 13F -793 shares

    0.15% of the 13F portfolio, value $1,708,576.

    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 7,243 shares
    Change vs previous 13F -2,202 shares

    0.15% of the 13F portfolio, value $1,716,536.

    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 9,445 shares
    Change vs previous 13F +101 shares

    0.25% of the 13F portfolio, value $2,575,557.

    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 9,344 shares
    Change vs previous 13F +756 shares

    0.26% of the 13F portfolio, value $2,507,607.

    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 8,588 shares
    Change vs previous 13F -108 shares

    0.29% of the 13F portfolio, value $2,871,200.

    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 8,696 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,380,079.

    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).