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Disclosery

PRIVATE TRUST CO NA: EPOL position timeline

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

PRIVATE TRUST CO NA held 5,644 EPOL 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 5,644 shares
    Change vs previous 13F -976 shares

    0.02% of the 13F portfolio, value $217,915.

    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 6,620 shares
    Change vs previous 13F +1,466 shares

    0.02% of the 13F portfolio, value $241,034.

    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 5,154 shares
    Change vs previous 13F +139 shares

    0.02% of the 13F portfolio, value $181,369.

    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 5,015 shares
    Change vs previous 13F +766 shares

    0.01% of the 13F portfolio, value $161,483.

    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 4,249 shares
    Change vs previous 13F -10,880 shares

    0.01% of the 13F portfolio, value $137,073.

    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 15,129 shares
    Change vs previous 13F -1,910 shares

    0.04% of the 13F portfolio, value $423,763.

    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 17,039 shares
    Change vs previous 13F -185 shares

    0.04% of the 13F portfolio, value $355,604.

    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 17,224 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $417,510.

    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).