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PRIVATE TRUST CO NA: FSMB position timeline

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

PRIVATE TRUST CO NA held 1,136 FSMB 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 1,136 shares
    Change vs previous 13F +520 shares

    <0.01% of the 13F portfolio, value $22,709.

    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 616 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $12,295.

    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 616 shares
    Change vs previous 13F -1,165 shares

    <0.01% of the 13F portfolio, value $12,348.

    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 1,781 shares
    Change vs previous 13F -7,800 shares

    <0.01% of the 13F portfolio, value $35,762.

    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 9,581 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $190,710.

    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 9,581 shares
    Change vs previous 13F +8,965 shares

    0.02% of the 13F portfolio, value $190,374.

    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 616 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $12,221.

    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 616 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,326.

    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).