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Disclosery

PRIVATE TRUST CO NA: PWB position timeline

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

PRIVATE TRUST CO NA held 5,261 PWB 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 5,261 shares
    Change vs previous 13F +2,223 shares

    0.07% of the 13F portfolio, value $886,268.

    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 3,038 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $382,575.

    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 3,038 shares
    Change vs previous 13F +222 shares

    0.03% of the 13F portfolio, value $386,160.

    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 2,816 shares
    Change vs previous 13F -2,329 shares

    0.03% of the 13F portfolio, value $353,183.

    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 5,145 shares
    Change vs previous 13F +183 shares

    0.06% of the 13F portfolio, value $604,267.

    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 4,962 shares
    Change vs previous 13F +373 shares

    0.05% of the 13F portfolio, value $476,582.

    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 4,589 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $466,908.

    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 4,589 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $452,885.

    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).