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Disclosery

PRIVATE TRUST CO NA: DVY position timeline

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

PRIVATE TRUST CO NA held 7,987 DVY 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 7,987 shares
    Change vs previous 13F -936 shares

    0.1% of the 13F portfolio, value $1,248,368.

    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 8,923 shares
    Change vs previous 13F +1,400 shares

    0.12% of the 13F portfolio, value $1,351,031.

    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 7,523 shares
    Change vs previous 13F -1,079 shares

    0.09% of the 13F portfolio, value $1,061,796.

    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 8,602 shares
    Change vs previous 13F +233 shares

    0.11% of the 13F portfolio, value $1,222,344.

    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 8,369 shares
    Change vs previous 13F -150 shares

    0.11% of the 13F portfolio, value $1,111,487.

    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 8,519 shares
    Change vs previous 13F +383 shares

    0.12% of the 13F portfolio, value $1,144,017.

    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 8,136 shares
    Change vs previous 13F +121 shares

    0.11% of the 13F portfolio, value $1,068,175.

    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 8,015 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,082,586.

    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).