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Disclosery

PRIVATE TRUST CO NA: IQDG position timeline

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

PRIVATE TRUST CO NA held 3,311 IQDG 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 3,311 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $142,638.

    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 3,309 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $132,823.

    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 3,309 shares
    Change vs previous 13F +350 shares

    0.01% of the 13F portfolio, value $137,257.

    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 2,959 shares
    Change vs previous 13F +650 shares

    0.01% of the 13F portfolio, value $118,005.

    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 2,309 shares
    Change vs previous 13F +500 shares

    0.01% of the 13F portfolio, value $91,529.

    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 1,809 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $64,545.

    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).