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Disclosery

PRIVATE TRUST CO NA: IVW position timeline

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

PRIVATE TRUST CO NA held 28,247 IVW 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 28,247 shares
    Change vs previous 13F -312 shares

    0.31% of the 13F portfolio, value $3,884,872.

    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 28,559 shares
    Change vs previous 13F -221 shares

    0.29% of the 13F portfolio, value $3,230,348.

    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 28,780 shares
    Change vs previous 13F -1,316 shares

    0.31% of the 13F portfolio, value $3,547,453.

    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 30,096 shares
    Change vs previous 13F -156 shares

    0.32% of the 13F portfolio, value $3,633,205.

    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 30,252 shares
    Change vs previous 13F -1,267 shares

    0.32% of the 13F portfolio, value $3,330,745.

    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 31,519 shares
    Change vs previous 13F -913 shares

    0.3% of the 13F portfolio, value $2,925,909.

    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 32,432 shares
    Change vs previous 13F +4,508 shares

    0.34% of the 13F portfolio, value $3,292,821.

    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 27,924 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,673,723.

    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).