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Disclosery

PRIVATE TRUST CO NA: IWF position timeline

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

PRIVATE TRUST CO NA held 38,475 IWF 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 38,475 shares
    Change vs previous 13F +28,822 shares

    0.38% of the 13F portfolio, value $4,777,383.

    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 9,653 shares
    Change vs previous 13F -251 shares

    0.37% of the 13F portfolio, value $4,115,883.

    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 9,904 shares
    Change vs previous 13F -1,045 shares

    0.41% of the 13F portfolio, value $4,687,390.

    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 10,949 shares
    Change vs previous 13F -63 shares

    0.45% of the 13F portfolio, value $5,128,449.

    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 11,012 shares
    Change vs previous 13F -950 shares

    0.45% of the 13F portfolio, value $4,675,425.

    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 11,962 shares
    Change vs previous 13F -302 shares

    0.44% of the 13F portfolio, value $4,319,400.

    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 12,264 shares
    Change vs previous 13F +1,614 shares

    0.51% of the 13F portfolio, value $4,925,024.

    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 10,650 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,997,841.

    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).