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Disclosery

PRIVATE TRUST CO NA: CWB position timeline

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

PRIVATE TRUST CO NA held 3,345 CWB 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 3,345 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $360,658.

    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 3,345 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $306,134.

    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 3,345 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $298,374.

    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 3,345 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $302,723.

    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 3,339 shares
    Change vs previous 13F -2,338 shares

    0.03% of the 13F portfolio, value $276,002.

    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 5,677 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $434,972.

    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 5,677 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $442,182.

    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 5,677 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $434,801.

    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).