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Disclosery

PRIVATE TRUST CO NA: IWS position timeline

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

PRIVATE TRUST CO NA held 9,103 IWS 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 9,103 shares
    Change vs previous 13F +217 shares

    0.12% of the 13F portfolio, value $1,498,354.

    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 8,886 shares
    Change vs previous 13F -395 shares

    0.12% of the 13F portfolio, value $1,295,046.

    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 9,281 shares
    Change vs previous 13F +1,155 shares

    0.11% of the 13F portfolio, value $1,309,085.

    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 8,126 shares
    Change vs previous 13F -605 shares

    0.1% of the 13F portfolio, value $1,134,958.

    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 8,731 shares
    Change vs previous 13F +189 shares

    0.11% of the 13F portfolio, value $1,153,714.

    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 8,542 shares
    Change vs previous 13F -481 shares

    0.11% of the 13F portfolio, value $1,076,036.

    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 9,023 shares
    Change vs previous 13F +535 shares

    0.12% of the 13F portfolio, value $1,167,035.

    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 8,488 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,122,538.

    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).