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Disclosery

PRIVATE TRUST CO NA: SPDW position timeline

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

PRIVATE TRUST CO NA held 83,777 SPDW 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 83,777 shares
    Change vs previous 13F +1,060 shares

    0.34% of the 13F portfolio, value $4,221,523.

    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 82,717 shares
    Change vs previous 13F +2,346 shares

    0.34% of the 13F portfolio, value $3,776,031.

    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 80,371 shares
    Change vs previous 13F -6,947 shares

    0.31% of the 13F portfolio, value $3,569,276.

    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 87,318 shares
    Change vs previous 13F -3,184 shares

    0.33% of the 13F portfolio, value $3,736,358.

    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 90,502 shares
    Change vs previous 13F +6,195 shares

    0.35% of the 13F portfolio, value $3,664,420.

    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 84,307 shares
    Change vs previous 13F +6,689 shares

    0.32% of the 13F portfolio, value $3,069,634.

    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 77,618 shares
    Change vs previous 13F +994 shares

    0.27% of the 13F portfolio, value $2,649,118.

    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 76,624 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,878,009.

    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).