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Disclosery

PRIVATE TRUST CO NA: ITOT position timeline

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

PRIVATE TRUST CO NA held 28,487 ITOT 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 28,487 shares
    Change vs previous 13F +1,668 shares

    0.37% of the 13F portfolio, value $4,679,560.

    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 26,819 shares
    Change vs previous 13F -523 shares

    0.34% of the 13F portfolio, value $3,819,830.

    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 27,342 shares
    Change vs previous 13F +119 shares

    0.36% of the 13F portfolio, value $4,065,482.

    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 27,223 shares
    Change vs previous 13F -405 shares

    0.35% of the 13F portfolio, value $3,965,030.

    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 27,628 shares
    Change vs previous 13F +11 shares

    0.36% of the 13F portfolio, value $3,730,885.

    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 27,617 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $3,369,550.

    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 27,617 shares
    Change vs previous 13F -3,964 shares

    0.36% of the 13F portfolio, value $3,552,099.

    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 31,581 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,967,240.

    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).