Skip to content
Disclosery

PRIVATE TRUST CO NA: SPBO position timeline

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

PRIVATE TRUST CO NA held 5,640 SPBO 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 5,640 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $163,786.

    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 5,640 shares
    Change vs previous 13F -1,767 shares

    0.01% of the 13F portfolio, value $163,729.

    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 7,407 shares
    Change vs previous 13F -260 shares

    0.02% of the 13F portfolio, value $217,323.

    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 7,667 shares
    Change vs previous 13F -1,283 shares

    0.02% of the 13F portfolio, value $227,173.

    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 8,950 shares
    Change vs previous 13F -3,386 shares

    0.02% of the 13F portfolio, value $261,519.

    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 12,336 shares
    Change vs previous 13F -1,342 shares

    0.04% of the 13F portfolio, value $358,114.

    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 13,678 shares
    Change vs previous 13F +2,553 shares

    0.04% of the 13F portfolio, value $391,738.

    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 11,125 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $334,084.

    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).