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Disclosery

PRIVATE TRUST CO NA: HLN position timeline

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

PRIVATE TRUST CO NA held 7,015 HLN 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 7,015 shares
    Change vs previous 13F -1,628 shares

    0.01% of the 13F portfolio, value $65,450.

    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 8,643 shares
    Change vs previous 13F -16 shares

    0.01% of the 13F portfolio, value $86,516.

    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 8,659 shares
    Change vs previous 13F +467 shares

    0.01% of the 13F portfolio, value $87,542.

    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 8,192 shares
    Change vs previous 13F -602 shares

    0.01% of the 13F portfolio, value $73,482.

    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 8,794 shares
    Change vs previous 13F +1,032 shares

    0.01% of the 13F portfolio, value $91,194.

    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 7,762 shares
    Change vs previous 13F -1,176 shares

    0.01% of the 13F portfolio, value $79,871.

    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 8,938 shares
    Change vs previous 13F +838 shares

    0.01% of the 13F portfolio, value $85,269.

    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 8,100 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $85,698.

    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).