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Disclosery

PRIVATE TRUST CO NA: IX position timeline

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

PRIVATE TRUST CO NA held 474 IX 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 474 shares
    Change vs previous 13F +61 shares

    <0.01% of the 13F portfolio, value $18,031.

    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 413 shares
    Change vs previous 13F +145 shares

    <0.01% of the 13F portfolio, value $12,386.

    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 268 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,831.

    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 268 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $7,000.

    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 185 shares
    Change vs previous 13F +55 shares

    <0.01% of the 13F portfolio, value $4,166.

    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 130 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,716.

    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).