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PRIVATE TRUST CO NA: MSFT position timeline

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

PRIVATE TRUST CO NA held 72,035 MSFT 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 72,035 shares
    Change vs previous 13F +62 shares

    2.15% of the 13F portfolio, value $26,870,585.

    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 71,973 shares
    Change vs previous 13F -1,721 shares

    2.38% of the 13F portfolio, value $26,642,292.

    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 73,694 shares
    Change vs previous 13F -1,475 shares

    3.12% of the 13F portfolio, value $35,639,742.

    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 75,169 shares
    Change vs previous 13F -34 shares

    3.43% of the 13F portfolio, value $38,933,559.

    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 75,203 shares
    Change vs previous 13F -55 shares

    3.56% of the 13F portfolio, value $37,406,567.

    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 75,258 shares
    Change vs previous 13F -1,211 shares

    2.91% of the 13F portfolio, value $28,251,207.

    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 76,469 shares
    Change vs previous 13F -2,434 shares

    3.31% of the 13F portfolio, value $32,231,776.

    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 78,903 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $33,951,781.

    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).