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Disclosery

PRIVATE TRUST CO NA: SPGI position timeline

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

PRIVATE TRUST CO NA held 3,720 SPGI 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 3,720 shares
    Change vs previous 13F -196 shares

    0.12% of the 13F portfolio, value $1,514,841.

    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 3,916 shares
    Change vs previous 13F -87 shares

    0.15% of the 13F portfolio, value $1,665,458.

    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 4,003 shares
    Change vs previous 13F +94 shares

    0.18% of the 13F portfolio, value $2,091,715.

    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 3,909 shares
    Change vs previous 13F +32 shares

    0.17% of the 13F portfolio, value $1,902,567.

    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 3,877 shares
    Change vs previous 13F -25 shares

    0.19% of the 13F portfolio, value $2,044,320.

    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 3,902 shares
    Change vs previous 13F +147 shares

    0.2% of the 13F portfolio, value $1,982,622.

    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 3,755 shares
    Change vs previous 13F +43 shares

    0.19% of the 13F portfolio, value $1,870,119.

    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 3,712 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,917,710.

    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).