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Disclosery

PRIVATE TRUST CO NA: SFM position timeline

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

PRIVATE TRUST CO NA held 355 SFM 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 355 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $30,026.

    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 354 shares
    Change vs previous 13F +137 shares

    <0.01% of the 13F portfolio, value $27,304.

    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 217 shares
    Change vs previous 13F -1,382 shares

    <0.01% of the 13F portfolio, value $17,288.

    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 1,599 shares
    Change vs previous 13F -813 shares

    0.02% of the 13F portfolio, value $173,971.

    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 2,412 shares
    Change vs previous 13F +126 shares

    0.04% of the 13F portfolio, value $397,112.

    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 2,286 shares
    Change vs previous 13F +2,000 shares

    0.04% of the 13F portfolio, value $348,935.

    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 286 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $36,342.

    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 251 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,713.

    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).