Skip to content
Disclosery

PRIVATE TRUST CO NA: EFV position timeline

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

PRIVATE TRUST CO NA held 15,649 EFV 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 15,649 shares
    Change vs previous 13F -1,684 shares

    0.1% of the 13F portfolio, value $1,197,903.

    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 17,333 shares
    Change vs previous 13F +38 shares

    0.12% of the 13F portfolio, value $1,288,682.

    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 17,295 shares
    Change vs previous 13F +63 shares

    0.11% of the 13F portfolio, value $1,235,010.

    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 17,232 shares
    Change vs previous 13F -2,479 shares

    0.1% of the 13F portfolio, value $1,168,822.

    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 19,711 shares
    Change vs previous 13F +4,513 shares

    0.12% of the 13F portfolio, value $1,251,231.

    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 15,198 shares
    Change vs previous 13F -3,470 shares

    0.09% of the 13F portfolio, value $895,749.

    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 18,668 shares
    Change vs previous 13F -293 shares

    0.1% of the 13F portfolio, value $979,491.

    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 18,961 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,090,806.

    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).