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Disclosery

PRIVATE TRUST CO NA: SPIB position timeline

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

PRIVATE TRUST CO NA held 86,539 SPIB 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 86,539 shares
    Change vs previous 13F -8,547 shares

    0.23% of the 13F portfolio, value $2,895,592.

    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 95,086 shares
    Change vs previous 13F +2,305 shares

    0.28% of the 13F portfolio, value $3,189,179.

    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 92,781 shares
    Change vs previous 13F +9,020 shares

    0.27% of the 13F portfolio, value $3,136,924.

    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 83,761 shares
    Change vs previous 13F -11,100 shares

    0.25% of the 13F portfolio, value $2,838,658.

    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 94,861 shares
    Change vs previous 13F +17,022 shares

    0.3% of the 13F portfolio, value $3,185,425.

    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 77,839 shares
    Change vs previous 13F +12,980 shares

    0.27% of the 13F portfolio, value $2,587,356.

    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 64,859 shares
    Change vs previous 13F -6,246 shares

    0.22% of the 13F portfolio, value $2,124,781.

    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 71,105 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,396,950.

    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).