Skip to content
Disclosery

PRIVATE TRUST CO NA: SMB position timeline

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

PRIVATE TRUST CO NA held 32,060 SMB 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 32,060 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $556,241.

    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 32,060 shares
    Change vs previous 13F -9,320 shares

    0.05% of the 13F portfolio, value $554,638.

    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 41,380 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $720,426.

    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 41,380 shares
    Change vs previous 13F -629 shares

    0.06% of the 13F portfolio, value $720,840.

    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 42,009 shares
    Change vs previous 13F -4,187 shares

    0.07% of the 13F portfolio, value $725,075.

    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 46,196 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $791,568.

    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 46,196 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $789,490.

    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 46,196 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $798,729.

    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).