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Disclosery

PRIVATE TRUST CO NA: MUNI position timeline

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

PRIVATE TRUST CO NA held 30,755 MUNI 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 30,755 shares
    Change vs previous 13F +3,598 shares

    0.13% of the 13F portfolio, value $1,617,713.

    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 27,157 shares
    Change vs previous 13F +5,704 shares

    0.13% of the 13F portfolio, value $1,417,324.

    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 21,453 shares
    Change vs previous 13F -7,619 shares

    0.1% of the 13F portfolio, value $1,124,352.

    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 29,072 shares
    Change vs previous 13F -5,100 shares

    0.13% of the 13F portfolio, value $1,519,884.

    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 34,172 shares
    Change vs previous 13F +205 shares

    0.17% of the 13F portfolio, value $1,755,074.

    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 33,967 shares
    Change vs previous 13F -1,575 shares

    0.18% of the 13F portfolio, value $1,750,999.

    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 35,542 shares
    Change vs previous 13F -434 shares

    0.19% of the 13F portfolio, value $1,838,588.

    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 35,976 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,906,008.

    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).