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Disclosery

PRIVATE TRUST CO NA: FVD position timeline

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

PRIVATE TRUST CO NA held 37,382 FVD 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 37,382 shares
    Change vs previous 13F -3,472 shares

    0.14% of the 13F portfolio, value $1,801,067.

    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 40,854 shares
    Change vs previous 13F +606 shares

    0.17% of the 13F portfolio, value $1,921,366.

    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 40,248 shares
    Change vs previous 13F +73 shares

    0.16% of the 13F portfolio, value $1,854,635.

    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 40,175 shares
    Change vs previous 13F -2,181 shares

    0.16% of the 13F portfolio, value $1,857,699.

    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 42,356 shares
    Change vs previous 13F -2,978 shares

    0.18% of the 13F portfolio, value $1,893,313.

    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 45,334 shares
    Change vs previous 13F +778 shares

    0.21% of the 13F portfolio, value $2,021,443.

    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 44,556 shares
    Change vs previous 13F +114 shares

    0.2% of the 13F portfolio, value $1,944,430.

    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 44,442 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,021,667.

    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).