Skip to content
Disclosery

PRIVATE TRUST CO NA: SHV position timeline

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

PRIVATE TRUST CO NA held 5,688 SHV 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 5,688 shares
    Change vs previous 13F -736 shares

    0.05% of the 13F portfolio, value $627,671.

    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 6,424 shares
    Change vs previous 13F -5,742 shares

    0.06% of the 13F portfolio, value $709,145.

    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 12,166 shares
    Change vs previous 13F -2,409 shares

    0.12% of the 13F portfolio, value $1,340,085.

    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 14,575 shares
    Change vs previous 13F +1,171 shares

    0.14% of the 13F portfolio, value $1,610,392.

    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 13,404 shares
    Change vs previous 13F +8,731 shares

    0.14% of the 13F portfolio, value $1,480,070.

    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 4,673 shares
    Change vs previous 13F +600 shares

    0.05% of the 13F portfolio, value $516,180.

    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 4,073 shares
    Change vs previous 13F -7,500 shares

    0.05% of the 13F portfolio, value $448,478.

    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 11,573 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,280,321.

    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).