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Disclosery

PRIVATE TRUST CO NA: FPE position timeline

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

PRIVATE TRUST CO NA held 73,555 FPE 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 73,555 shares
    Change vs previous 13F -9,617 shares

    0.11% of the 13F portfolio, value $1,315,163.

    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 83,172 shares
    Change vs previous 13F -1,441 shares

    0.13% of the 13F portfolio, value $1,476,303.

    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 84,613 shares
    Change vs previous 13F +2,594 shares

    0.14% of the 13F portfolio, value $1,541,649.

    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 82,019 shares
    Change vs previous 13F -2,068 shares

    0.13% of the 13F portfolio, value $1,496,027.

    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 84,087 shares
    Change vs previous 13F +1,107 shares

    0.14% of the 13F portfolio, value $1,496,749.

    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 82,980 shares
    Change vs previous 13F +4,799 shares

    0.15% of the 13F portfolio, value $1,459,618.

    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 78,181 shares
    Change vs previous 13F -15,744 shares

    0.14% of the 13F portfolio, value $1,383,804.

    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 93,925 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,700,043.

    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).