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Disclosery

PRIVATE TRUST CO NA: SMG position timeline

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

PRIVATE TRUST CO NA held 66 SMG 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 66 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $4,495.

    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 shares
    Change vs previous 13F -1,072 shares

    <0.01% of the 13F portfolio, value $1,946.

    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 1,104 shares
    Change vs previous 13F -19 shares

    0.01% of the 13F portfolio, value $64,418.

    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 1,123 shares
    Change vs previous 13F -11 shares

    0.01% of the 13F portfolio, value $63,955.

    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 1,134 shares
    Change vs previous 13F +1,062 shares

    0.01% of the 13F portfolio, value $74,799.

    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 72 shares
    Change vs previous 13F -30 shares

    <0.01% of the 13F portfolio, value $3,952.

    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 102 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $6,767.

    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 106 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,190.

    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).