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Disclosery

PRIVATE TRUST CO NA: MUB position timeline

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

PRIVATE TRUST CO NA held 28,852 MUB 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 28,852 shares
    Change vs previous 13F +9,437 shares

    0.25% of the 13F portfolio, value $3,105,044.

    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 19,415 shares
    Change vs previous 13F +3,730 shares

    0.18% of the 13F portfolio, value $2,060,850.

    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 15,685 shares
    Change vs previous 13F +708 shares

    0.15% of the 13F portfolio, value $1,680,045.

    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 14,977 shares
    Change vs previous 13F -3,194 shares

    0.14% of the 13F portfolio, value $1,594,866.

    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 18,171 shares
    Change vs previous 13F -16,644 shares

    0.18% of the 13F portfolio, value $1,898,543.

    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 34,815 shares
    Change vs previous 13F -5,138 shares

    0.38% of the 13F portfolio, value $3,670,847.

    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 39,953 shares
    Change vs previous 13F -4,036 shares

    0.44% of the 13F portfolio, value $4,257,018.

    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 43,989 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,778,493.

    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).