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PRIVATE TRUST CO NA: MBB position timeline

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

PRIVATE TRUST CO NA held 28,228 MBB 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 28,228 shares
    Change vs previous 13F -470 shares

    0.21% of the 13F portfolio, value $2,668,111.

    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 28,698 shares
    Change vs previous 13F -867 shares

    0.24% of the 13F portfolio, value $2,724,875.

    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 29,565 shares
    Change vs previous 13F +2,788 shares

    0.25% of the 13F portfolio, value $2,815,179.

    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 26,777 shares
    Change vs previous 13F -7,518 shares

    0.22% of the 13F portfolio, value $2,547,832.

    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 34,295 shares
    Change vs previous 13F +3,146 shares

    0.31% of the 13F portfolio, value $3,219,958.

    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 31,149 shares
    Change vs previous 13F -3,881 shares

    0.3% of the 13F portfolio, value $2,921,153.

    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 35,030 shares
    Change vs previous 13F -3,219 shares

    0.33% of the 13F portfolio, value $3,211,550.

    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 38,249 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,664,637.

    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).