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Disclosery

PRIVATE TRUST CO NA: SPEM position timeline

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

PRIVATE TRUST CO NA held 22,887 SPEM 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 22,887 shares
    Change vs previous 13F +2,235 shares

    0.09% of the 13F portfolio, value $1,185,111.

    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 20,652 shares
    Change vs previous 13F +2,916 shares

    0.09% of the 13F portfolio, value $968,785.

    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 17,736 shares
    Change vs previous 13F -734 shares

    0.07% of the 13F portfolio, value $830,222.

    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 18,470 shares
    Change vs previous 13F -1,332 shares

    0.08% of the 13F portfolio, value $864,582.

    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 19,802 shares
    Change vs previous 13F +2,761 shares

    0.08% of the 13F portfolio, value $846,316.

    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 17,041 shares
    Change vs previous 13F -1,794 shares

    0.07% of the 13F portfolio, value $670,902.

    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 18,835 shares
    Change vs previous 13F +7,032 shares

    0.07% of the 13F portfolio, value $722,697.

    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 11,803 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $487,233.

    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).