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Disclosery

PRIVATE TRUST CO NA: IUSG position timeline

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

PRIVATE TRUST CO NA held 18,263 IUSG 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 18,263 shares
    Change vs previous 13F -395 shares

    0.27% of the 13F portfolio, value $3,435,041.

    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 18,658 shares
    Change vs previous 13F -365 shares

    0.26% of the 13F portfolio, value $2,894,004.

    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 19,023 shares
    Change vs previous 13F -60 shares

    0.28% of the 13F portfolio, value $3,194,681.

    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 19,083 shares
    Change vs previous 13F -135 shares

    0.28% of the 13F portfolio, value $3,139,973.

    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 19,218 shares
    Change vs previous 13F +375 shares

    0.28% of the 13F portfolio, value $2,890,438.

    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 18,843 shares
    Change vs previous 13F -6,839 shares

    0.25% of the 13F portfolio, value $2,394,612.

    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 25,682 shares
    Change vs previous 13F -2,183 shares

    0.37% of the 13F portfolio, value $3,578,834.

    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 27,865 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,675,717.

    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).