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Disclosery

PRIVATE TRUST CO NA: IBM position timeline

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

PRIVATE TRUST CO NA held 12,687 IBM 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 12,687 shares
    Change vs previous 13F -2,423 shares

    0.29% of the 13F portfolio, value $3,567,729.

    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 15,110 shares
    Change vs previous 13F -341 shares

    0.33% of the 13F portfolio, value $3,662,528.

    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 15,451 shares
    Change vs previous 13F +422 shares

    0.4% of the 13F portfolio, value $4,576,759.

    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 15,029 shares
    Change vs previous 13F -2,108 shares

    0.37% of the 13F portfolio, value $4,240,600.

    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 17,137 shares
    Change vs previous 13F +477 shares

    0.48% of the 13F portfolio, value $5,051,645.

    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 16,660 shares
    Change vs previous 13F +3,640 shares

    0.43% of the 13F portfolio, value $4,142,676.

    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 13,020 shares
    Change vs previous 13F +1,387 shares

    0.29% of the 13F portfolio, value $2,862,187.

    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 11,633 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,571,824.

    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).