Skip to content
Disclosery

PRIVATE TRUST CO NA: HELO position timeline

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

PRIVATE TRUST CO NA held 8,584 HELO 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 8,584 shares
    Change vs previous 13F -472 shares

    0.05% of the 13F portfolio, value $580,107.

    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 9,056 shares
    Change vs previous 13F +63 shares

    0.05% of the 13F portfolio, value $578,794.

    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 8,993 shares
    Change vs previous 13F +1,426 shares

    0.05% of the 13F portfolio, value $597,431.

    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 7,567 shares
    Change vs previous 13F -117 shares

    0.04% of the 13F portfolio, value $491,880.

    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 7,684 shares
    Change vs previous 13F +885 shares

    0.05% of the 13F portfolio, value $480,889.

    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 6,799 shares
    Change vs previous 13F -79 shares

    0.04% of the 13F portfolio, value $405,787.

    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 6,878 shares
    Change vs previous 13F +1,300 shares

    0.04% of the 13F portfolio, value $426,709.

    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 5,578 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $341,025.

    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).