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Disclosery

PRIVATE TRUST CO NA: SPY position timeline

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

PRIVATE TRUST CO NA held 32,206 SPY 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 32,206 shares
    Change vs previous 13F -1,782 shares

    1.92% of the 13F portfolio, value $24,050,162.

    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 33,988 shares
    Change vs previous 13F +758 shares

    1.97% of the 13F portfolio, value $22,103,459.

    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 33,230 shares
    Change vs previous 13F +514 shares

    1.98% of the 13F portfolio, value $22,660,496.

    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 32,716 shares
    Change vs previous 13F -189 shares

    1.92% of the 13F portfolio, value $21,794,973.

    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 32,905 shares
    Change vs previous 13F -2,051 shares

    1.94% of the 13F portfolio, value $20,330,226.

    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 34,956 shares
    Change vs previous 13F +4,533 shares

    2.01% of the 13F portfolio, value $19,553,867.

    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 30,423 shares
    Change vs previous 13F -1,693 shares

    1.83% of the 13F portfolio, value $17,830,550.

    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 32,116 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $18,426,691.

    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).