Skip to content
Disclosery

PRIVATE TRUST CO NA: SGOV position timeline

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

PRIVATE TRUST CO NA held 24,333 SGOV 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 24,333 shares
    Change vs previous 13F +7,469 shares

    0.2% of the 13F portfolio, value $2,449,607.

    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 16,864 shares
    Change vs previous 13F -1,592 shares

    0.15% of the 13F portfolio, value $1,697,576.

    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 18,456 shares
    Change vs previous 13F +5,114 shares

    0.16% of the 13F portfolio, value $1,852,575.

    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 13,342 shares
    Change vs previous 13F +1,908 shares

    0.12% of the 13F portfolio, value $1,343,500.

    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 11,434 shares
    Change vs previous 13F +1,843 shares

    0.11% of the 13F portfolio, value $1,151,301.

    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 9,591 shares
    Change vs previous 13F +7,561 shares

    0.1% of the 13F portfolio, value $965,526.

    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 2,030 shares
    Change vs previous 13F -160 shares

    0.02% of the 13F portfolio, value $203,650.

    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 2,190 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $220,577.

    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).