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Disclosery

PRIVATE TRUST CO NA: ESGU position timeline

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

PRIVATE TRUST CO NA held 5,139 ESGU 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 5,139 shares
    Change vs previous 13F -426 shares

    0.07% of the 13F portfolio, value $841,100.

    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 5,565 shares
    Change vs previous 13F -394 shares

    0.07% of the 13F portfolio, value $787,002.

    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 5,959 shares
    Change vs previous 13F -1,148 shares

    0.08% of the 13F portfolio, value $887,772.

    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 7,107 shares
    Change vs previous 13F -309 shares

    0.09% of the 13F portfolio, value $1,034,779.

    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 7,416 shares
    Change vs previous 13F -430 shares

    0.1% of the 13F portfolio, value $1,003,385.

    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 7,846 shares
    Change vs previous 13F -20 shares

    0.1% of the 13F portfolio, value $956,506.

    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 7,866 shares
    Change vs previous 13F -530 shares

    0.1% of the 13F portfolio, value $1,013,298.

    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 8,396 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,059,407.

    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).