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Disclosery

PRIVATE TRUST CO NA: IVV position timeline

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

PRIVATE TRUST CO NA held 21,030 IVV 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 21,030 shares
    Change vs previous 13F -1,023 shares

    1.26% of the 13F portfolio, value $15,749,530.

    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 22,053 shares
    Change vs previous 13F +696 shares

    1.29% of the 13F portfolio, value $14,405,566.

    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 21,357 shares
    Change vs previous 13F -2,292 shares

    1.28% of the 13F portfolio, value $14,628,605.

    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 23,649 shares
    Change vs previous 13F +3,142 shares

    1.4% of the 13F portfolio, value $15,828,609.

    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 20,507 shares
    Change vs previous 13F -2,475 shares

    1.21% of the 13F portfolio, value $12,733,106.

    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 22,982 shares
    Change vs previous 13F +761 shares

    1.33% of the 13F portfolio, value $12,913,866.

    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 22,221 shares
    Change vs previous 13F +2,612 shares

    1.34% of the 13F portfolio, value $13,080,932.

    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 19,609 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $11,310,739.

    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).