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Disclosery

PRIVATE TRUST CO NA: SPHD position timeline

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

PRIVATE TRUST CO NA held 26,790 SPHD 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 26,790 shares
    Change vs previous 13F +763 shares

    0.11% of the 13F portfolio, value $1,361,996.

    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 26,027 shares
    Change vs previous 13F +100 shares

    0.12% of the 13F portfolio, value $1,291,192.

    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 25,927 shares
    Change vs previous 13F -8,744 shares

    0.11% of the 13F portfolio, value $1,244,489.

    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 34,671 shares
    Change vs previous 13F -825 shares

    0.15% of the 13F portfolio, value $1,714,474.

    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 35,496 shares
    Change vs previous 13F -4,296 shares

    0.16% of the 13F portfolio, value $1,688,183.

    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 39,792 shares
    Change vs previous 13F +2,186 shares

    0.21% of the 13F portfolio, value $1,998,745.

    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 37,606 shares
    Change vs previous 13F +2,612 shares

    0.19% of the 13F portfolio, value $1,816,739.

    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 34,994 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,769,639.

    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).