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Disclosery

PRIVATE TRUST CO NA: IEF position timeline

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

PRIVATE TRUST CO NA held 11,472 IEF 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 11,472 shares
    Change vs previous 13F -563 shares

    0.09% of the 13F portfolio, value $1,084,889.

    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 12,035 shares
    Change vs previous 13F +1,217 shares

    0.1% of the 13F portfolio, value $1,148,602.

    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 10,818 shares
    Change vs previous 13F +4,764 shares

    0.09% of the 13F portfolio, value $1,040,241.

    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 6,054 shares
    Change vs previous 13F +1,996 shares

    0.05% of the 13F portfolio, value $583,951.

    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 4,058 shares
    Change vs previous 13F -387 shares

    0.04% of the 13F portfolio, value $388,651.

    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 4,445 shares
    Change vs previous 13F -2,713 shares

    0.04% of the 13F portfolio, value $423,936.

    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 7,158 shares
    Change vs previous 13F -246 shares

    0.07% of the 13F portfolio, value $661,773.

    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 7,404 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $726,498.

    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).