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Disclosery

PRIVATE TRUST CO NA: SHY position timeline

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

PRIVATE TRUST CO NA held 4,551 SHY 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 4,551 shares
    Change vs previous 13F -1,345 shares

    0.03% of the 13F portfolio, value $373,683.

    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 5,896 shares
    Change vs previous 13F -1,288 shares

    0.04% of the 13F portfolio, value $486,833.

    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 7,184 shares
    Change vs previous 13F -3,321 shares

    0.05% of the 13F portfolio, value $594,979.

    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 10,505 shares
    Change vs previous 13F +2,901 shares

    0.08% of the 13F portfolio, value $871,495.

    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 7,604 shares
    Change vs previous 13F -3,075 shares

    0.06% of the 13F portfolio, value $630,067.

    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 10,679 shares
    Change vs previous 13F +1,887 shares

    0.09% of the 13F portfolio, value $883,474.

    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 8,792 shares
    Change vs previous 13F +586 shares

    0.07% of the 13F portfolio, value $720,768.

    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 8,206 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $682,329.

    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).