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Disclosery

PRIVATE TRUST CO NA: IBDT position timeline

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

PRIVATE TRUST CO NA held 6,170 IBDT 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 6,170 shares
    Change vs previous 13F -10 shares

    0.01% of the 13F portfolio, value $155,793.

    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 6,180 shares
    Change vs previous 13F -25 shares

    0.01% of the 13F portfolio, value $156,539.

    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 6,205 shares
    Change vs previous 13F -76 shares

    0.01% of the 13F portfolio, value $157,948.

    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 6,281 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $160,291.

    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 6,287 shares
    Change vs previous 13F +236 shares

    0.02% of the 13F portfolio, value $159,816.

    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 6,051 shares
    Change vs previous 13F +4,010 shares

    0.02% of the 13F portfolio, value $152,848.

    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 2,041 shares
    Change vs previous 13F -157 shares

    0.01% of the 13F portfolio, value $50,821.

    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 2,198 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $56,115.

    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).