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Disclosery

PRIVATE TRUST CO NA: IUSV position timeline

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

PRIVATE TRUST CO NA held 25,390 IUSV 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 25,390 shares
    Change vs previous 13F +199 shares

    0.22% of the 13F portfolio, value $2,796,729.

    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 25,191 shares
    Change vs previous 13F +832 shares

    0.23% of the 13F portfolio, value $2,575,798.

    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 24,359 shares
    Change vs previous 13F +184 shares

    0.22% of the 13F portfolio, value $2,497,791.

    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 24,175 shares
    Change vs previous 13F +1,069 shares

    0.21% of the 13F portfolio, value $2,416,289.

    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 23,106 shares
    Change vs previous 13F +324 shares

    0.21% of the 13F portfolio, value $2,186,519.

    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 22,782 shares
    Change vs previous 13F -343 shares

    0.22% of the 13F portfolio, value $2,102,549.

    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 23,125 shares
    Change vs previous 13F -4,363 shares

    0.22% of the 13F portfolio, value $2,141,142.

    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 27,488 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,624,827.

    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).