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Disclosery

PRIVATE TRUST CO NA: IWP position timeline

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

PRIVATE TRUST CO NA held 11,160 IWP 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 11,160 shares
    Change vs previous 13F -12 shares

    0.13% of the 13F portfolio, value $1,633,936.

    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 11,172 shares
    Change vs previous 13F -2,206 shares

    0.13% of the 13F portfolio, value $1,431,357.

    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 13,378 shares
    Change vs previous 13F -3,154 shares

    0.16% of the 13F portfolio, value $1,832,007.

    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 16,532 shares
    Change vs previous 13F -370 shares

    0.21% of the 13F portfolio, value $2,354,356.

    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 16,902 shares
    Change vs previous 13F +4,838 shares

    0.22% of the 13F portfolio, value $2,343,953.

    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 12,064 shares
    Change vs previous 13F +213 shares

    0.15% of the 13F portfolio, value $1,417,399.

    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 11,851 shares
    Change vs previous 13F +450 shares

    0.15% of the 13F portfolio, value $1,502,114.

    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 11,401 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,337,223.

    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).