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
- period ended2026-06-3013F 72,035 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 71,973 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 73,694 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 75,169 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 75,203 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 75,258 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 76,469 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 78,903 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).