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Disclosery

PRIVATE TRUST CO NA: PDI position timeline

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

PRIVATE TRUST CO NA held 68,536 PDI 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 68,536 shares
    Change vs previous 13F -1,784 shares

    0.09% of the 13F portfolio, value $1,144,553.

    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 70,320 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,203,177.

    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 70,320 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,245,369.

    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 70,320 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,392,338.

    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 70,320 shares
    Change vs previous 13F -1,534 shares

    0.13% of the 13F portfolio, value $1,333,972.

    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 71,854 shares
    Change vs previous 13F +2,451 shares

    0.15% of the 13F portfolio, value $1,422,701.

    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 69,403 shares
    Change vs previous 13F +2,188 shares

    0.13% of the 13F portfolio, value $1,272,843.

    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 67,215 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,362,443.

    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).