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Disclosery

PRIVATE TRUST CO NA: PREF position timeline

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

PRIVATE TRUST CO NA held 7,253 PREF 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 7,253 shares
    Change vs previous 13F +2,467 shares

    0.01% of the 13F portfolio, value $138,242.

    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 4,786 shares
    Change vs previous 13F -1,044 shares

    0.01% of the 13F portfolio, value $90,073.

    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 5,830 shares
    Change vs previous 13F -5,038 shares

    0.01% of the 13F portfolio, value $111,178.

    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 10,868 shares
    Change vs previous 13F +4,774 shares

    0.02% of the 13F portfolio, value $208,014.

    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 6,094 shares
    Change vs previous 13F +2,680 shares

    0.01% of the 13F portfolio, value $115,603.

    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 3,414 shares
    Change vs previous 13F -798 shares

    0.01% of the 13F portfolio, value $63,842.

    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 4,212 shares
    Change vs previous 13F -3,296 shares

    0.01% of the 13F portfolio, value $78,385.

    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 7,508 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $141,225.

    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).