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Disclosery

PRIVATE TRUST CO NA: IYW position timeline

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

PRIVATE TRUST CO NA held 7,837 IYW 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 7,837 shares
    Change vs previous 13F -4 shares

    0.16% of the 13F portfolio, value $1,976,727.

    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 7,841 shares
    Change vs previous 13F -346 shares

    0.13% of the 13F portfolio, value $1,422,514.

    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 8,187 shares
    Change vs previous 13F -174 shares

    0.14% of the 13F portfolio, value $1,634,780.

    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 8,361 shares
    Change vs previous 13F -1,136 shares

    0.14% of the 13F portfolio, value $1,637,585.

    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 9,497 shares
    Change vs previous 13F -655 shares

    0.16% of the 13F portfolio, value $1,645,545.

    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 10,152 shares
    Change vs previous 13F -4,930 shares

    0.15% of the 13F portfolio, value $1,425,747.

    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 15,082 shares
    Change vs previous 13F -1,176 shares

    0.25% of the 13F portfolio, value $2,405,881.

    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 16,258 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,465,038.

    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).