Skip to content
Disclosery

PRIVATE TRUST CO NA: LMBS position timeline

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

PRIVATE TRUST CO NA held 16,645 LMBS 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 16,645 shares
    Change vs previous 13F -846 shares

    0.07% of the 13F portfolio, value $828,608.

    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 17,491 shares
    Change vs previous 13F -3,167 shares

    0.08% of the 13F portfolio, value $871,247.

    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 20,658 shares
    Change vs previous 13F +2,106 shares

    0.09% of the 13F portfolio, value $1,032,693.

    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 18,552 shares
    Change vs previous 13F +75 shares

    0.08% of the 13F portfolio, value $923,704.

    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 18,477 shares
    Change vs previous 13F -5,079 shares

    0.09% of the 13F portfolio, value $910,177.

    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 23,556 shares
    Change vs previous 13F -1,773 shares

    0.12% of the 13F portfolio, value $1,158,013.

    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 25,329 shares
    Change vs previous 13F -1,324 shares

    0.13% of the 13F portfolio, value $1,232,765.

    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 26,653 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,316,925.

    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).