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Disclosery

PRIVATE TRUST CO NA: IXUS position timeline

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

PRIVATE TRUST CO NA held 8,842 IXUS 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 8,842 shares
    Change vs previous 13F +381 shares

    0.07% of the 13F portfolio, value $843,880.

    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 8,461 shares
    Change vs previous 13F -107 shares

    0.07% of the 13F portfolio, value $733,061.

    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 8,568 shares
    Change vs previous 13F -1,227 shares

    0.06% of the 13F portfolio, value $725,196.

    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 9,795 shares
    Change vs previous 13F +3,138 shares

    0.07% of the 13F portfolio, value $808,871.

    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 6,657 shares
    Change vs previous 13F -78 shares

    0.05% of the 13F portfolio, value $514,653.

    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 6,735 shares
    Change vs previous 13F +673 shares

    0.05% of the 13F portfolio, value $470,170.

    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 6,062 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $400,941.

    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 6,062 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $440,283.

    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).