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Disclosery

PRIVATE TRUST CO NA: DFAE position timeline

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

PRIVATE TRUST CO NA held 17,682 DFAE 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 17,682 shares
    Change vs previous 13F -7,111 shares

    0.06% of the 13F portfolio, value $710,979.

    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 24,793 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $839,479.

    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 24,793 shares
    Change vs previous 13F +2,700 shares

    0.07% of the 13F portfolio, value $807,497.

    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 22,093 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $696,581.

    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 22,093 shares
    Change vs previous 13F -750 shares

    0.06% of the 13F portfolio, value $639,582.

    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 22,843 shares
    Change vs previous 13F +62 shares

    0.06% of the 13F portfolio, value $591,396.

    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 22,781 shares
    Change vs previous 13F -182 shares

    0.06% of the 13F portfolio, value $577,945.

    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 22,963 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $629,406.

    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).