Skip to content
Disclosery

PRIVATE TRUST CO NA: LQD position timeline

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

PRIVATE TRUST CO NA held 12,928 LQD 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 12,928 shares
    Change vs previous 13F -937 shares

    0.11% of the 13F portfolio, value $1,410,057.

    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 13,865 shares
    Change vs previous 13F +826 shares

    0.13% of the 13F portfolio, value $1,511,146.

    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 13,039 shares
    Change vs previous 13F -1,769 shares

    0.13% of the 13F portfolio, value $1,436,767.

    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 14,808 shares
    Change vs previous 13F +7,407 shares

    0.15% of the 13F portfolio, value $1,650,648.

    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 7,401 shares
    Change vs previous 13F -2,324 shares

    0.08% of the 13F portfolio, value $811,224.

    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 9,725 shares
    Change vs previous 13F +950 shares

    0.11% of the 13F portfolio, value $1,057,010.

    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 8,775 shares
    Change vs previous 13F -1,069 shares

    0.1% of the 13F portfolio, value $937,521.

    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 9,844 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,112,175.

    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).