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Disclosery

PRIVATE TRUST CO NA: PM position timeline

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

PRIVATE TRUST CO NA held 23,304 PM 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 23,304 shares
    Change vs previous 13F -1,598 shares

    0.34% of the 13F portfolio, value $4,216,006.

    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 24,902 shares
    Change vs previous 13F +367 shares

    0.37% of the 13F portfolio, value $4,117,369.

    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 24,535 shares
    Change vs previous 13F -222 shares

    0.34% of the 13F portfolio, value $3,935,484.

    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 24,757 shares
    Change vs previous 13F -1,950 shares

    0.35% of the 13F portfolio, value $4,015,657.

    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 26,707 shares
    Change vs previous 13F +1,076 shares

    0.46% of the 13F portfolio, value $4,864,099.

    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 25,631 shares
    Change vs previous 13F -3,860 shares

    0.42% of the 13F portfolio, value $4,068,367.

    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 29,491 shares
    Change vs previous 13F -30 shares

    0.36% of the 13F portfolio, value $3,549,268.

    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 29,521 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,583,865.

    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).