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Disclosery

PRIVATE TRUST CO NA: IJR position timeline

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

PRIVATE TRUST CO NA held 41,172 IJR 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 41,172 shares
    Change vs previous 13F -1,679 shares

    0.49% of the 13F portfolio, value $6,106,146.

    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 42,851 shares
    Change vs previous 13F -1,831 shares

    0.48% of the 13F portfolio, value $5,326,761.

    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 44,682 shares
    Change vs previous 13F -1,703 shares

    0.47% of the 13F portfolio, value $5,369,892.

    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 46,385 shares
    Change vs previous 13F -337 shares

    0.49% of the 13F portfolio, value $5,511,941.

    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 46,722 shares
    Change vs previous 13F +469 shares

    0.49% of the 13F portfolio, value $5,106,282.

    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 46,253 shares
    Change vs previous 13F -1,625 shares

    0.5% of the 13F portfolio, value $4,836,709.

    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 47,878 shares
    Change vs previous 13F -490 shares

    0.57% of the 13F portfolio, value $5,516,526.

    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 48,368 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,657,145.

    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).