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Disclosery

PRIVATE TRUST CO NA: EXC position timeline

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

PRIVATE TRUST CO NA held 9,127 EXC 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 9,127 shares
    Change vs previous 13F +663 shares

    0.03% of the 13F portfolio, value $425,506.

    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 8,464 shares
    Change vs previous 13F -4 shares

    0.04% of the 13F portfolio, value $414,910.

    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 8,468 shares
    Change vs previous 13F -78 shares

    0.03% of the 13F portfolio, value $369,125.

    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 8,546 shares
    Change vs previous 13F -33 shares

    0.03% of the 13F portfolio, value $384,660.

    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 8,579 shares
    Change vs previous 13F -100 shares

    0.04% of the 13F portfolio, value $372,505.

    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 8,679 shares
    Change vs previous 13F +125 shares

    0.04% of the 13F portfolio, value $399,933.

    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 8,554 shares
    Change vs previous 13F -39 shares

    0.03% of the 13F portfolio, value $321,977.

    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 8,593 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $348,450.

    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).