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Disclosery

PRIVATE TRUST CO NA: IVE position timeline

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

PRIVATE TRUST CO NA held 6,446 IVE 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 6,446 shares
    Change vs previous 13F -812 shares

    0.12% of the 13F portfolio, value $1,463,576.

    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 7,258 shares
    Change vs previous 13F -244 shares

    0.14% of the 13F portfolio, value $1,532,477.

    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 7,502 shares
    Change vs previous 13F +789 shares

    0.14% of the 13F portfolio, value $1,590,900.

    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 6,713 shares
    Change vs previous 13F -1,628 shares

    0.12% of the 13F portfolio, value $1,386,366.

    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 8,341 shares
    Change vs previous 13F +471 shares

    0.16% of the 13F portfolio, value $1,629,998.

    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 7,870 shares
    Change vs previous 13F +1,419 shares

    0.15% of the 13F portfolio, value $1,499,865.

    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 6,451 shares
    Change vs previous 13F -202 shares

    0.13% of the 13F portfolio, value $1,231,367.

    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 6,653 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,311,772.

    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).