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Disclosery

PRIVATE TRUST CO NA: DFAI position timeline

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

PRIVATE TRUST CO NA held 33,910 DFAI 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 33,910 shares
    Change vs previous 13F +197 shares

    0.11% of the 13F portfolio, value $1,398,797.

    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 33,713 shares
    Change vs previous 13F +675 shares

    0.12% of the 13F portfolio, value $1,313,467.

    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 33,038 shares
    Change vs previous 13F +3,550 shares

    0.11% of the 13F portfolio, value $1,259,087.

    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 29,488 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,071,897.

    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 29,488 shares
    Change vs previous 13F -968 shares

    0.1% of the 13F portfolio, value $1,019,408.

    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 30,456 shares
    Change vs previous 13F -3,580 shares

    0.1% of the 13F portfolio, value $951,148.

    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 34,036 shares
    Change vs previous 13F +46 shares

    0.1% of the 13F portfolio, value $993,858.

    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 33,990 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,080,209.

    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).