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Disclosery

PRIVATE TRUST CO NA: PWV position timeline

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

PRIVATE TRUST CO NA held 3,018 PWV 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 3,018 shares
    Change vs previous 13F -171 shares

    0.02% of the 13F portfolio, value $228,674.

    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 3,189 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $222,305.

    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 3,189 shares
    Change vs previous 13F -74 shares

    0.02% of the 13F portfolio, value $212,132.

    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 3,263 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $212,780.

    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 3,263 shares
    Change vs previous 13F +2,362 shares

    0.02% of the 13F portfolio, value $202,763.

    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 901 shares
    Change vs previous 13F +369 shares

    0.01% of the 13F portfolio, value $53,619.

    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 532 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $30,258.

    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).