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Disclosery

PRIVATE TRUST CO NA: IAGG position timeline

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

PRIVATE TRUST CO NA held 4,294 IAGG 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 4,294 shares
    Change vs previous 13F -7,409 shares

    0.02% of the 13F portfolio, value $217,276.

    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 11,703 shares
    Change vs previous 13F +518 shares

    0.05% of the 13F portfolio, value $585,618.

    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 11,185 shares
    Change vs previous 13F +75 shares

    0.05% of the 13F portfolio, value $559,362.

    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 11,110 shares
    Change vs previous 13F +3,663 shares

    0.05% of the 13F portfolio, value $569,165.

    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 7,447 shares
    Change vs previous 13F +349 shares

    0.04% of the 13F portfolio, value $380,467.

    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 7,098 shares
    Change vs previous 13F -3,487 shares

    0.04% of the 13F portfolio, value $354,853.

    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 10,585 shares
    Change vs previous 13F -115 shares

    0.05% of the 13F portfolio, value $528,385.

    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 10,700 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $554,455.

    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).