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Disclosery

PRIVATE TRUST CO NA: SDVY position timeline

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

PRIVATE TRUST CO NA held 24,191 SDVY 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 24,191 shares
    Change vs previous 13F -8,171 shares

    0.08% of the 13F portfolio, value $1,043,618.

    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 32,362 shares
    Change vs previous 13F +1,069 shares

    0.11% of the 13F portfolio, value $1,276,048.

    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 31,293 shares
    Change vs previous 13F -2,895 shares

    0.11% of the 13F portfolio, value $1,199,148.

    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 34,188 shares
    Change vs previous 13F -554 shares

    0.11% of the 13F portfolio, value $1,299,810.

    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 34,742 shares
    Change vs previous 13F -4,617 shares

    0.12% of the 13F portfolio, value $1,225,698.

    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 39,359 shares
    Change vs previous 13F -974 shares

    0.14% of the 13F portfolio, value $1,318,525.

    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 40,333 shares
    Change vs previous 13F +4,815 shares

    0.15% of the 13F portfolio, value $1,445,953.

    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 35,518 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,292,162.

    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).