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Disclosery

PRIVATE TRUST CO NA: IWM position timeline

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

PRIVATE TRUST CO NA held 18,589 IWM 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 18,589 shares
    Change vs previous 13F -532 shares

    0.45% of the 13F portfolio, value $5,585,037.

    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 19,121 shares
    Change vs previous 13F -3,185 shares

    0.42% of the 13F portfolio, value $4,742,003.

    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 22,306 shares
    Change vs previous 13F -118 shares

    0.48% of the 13F portfolio, value $5,490,738.

    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 22,424 shares
    Change vs previous 13F +1,250 shares

    0.48% of the 13F portfolio, value $5,425,602.

    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 21,174 shares
    Change vs previous 13F -252 shares

    0.44% of the 13F portfolio, value $4,569,131.

    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 21,426 shares
    Change vs previous 13F -1,109 shares

    0.44% of the 13F portfolio, value $4,274,191.

    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 22,535 shares
    Change vs previous 13F -1,008 shares

    0.51% of the 13F portfolio, value $4,979,259.

    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 23,543 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $5,200,502.

    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).