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Disclosery

PRIVATE TRUST CO NA: SPYI position timeline

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

PRIVATE TRUST CO NA held 26,825 SPYI 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 26,825 shares
    Change vs previous 13F +8,367 shares

    0.11% of the 13F portfolio, value $1,424,127.

    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 18,458 shares
    Change vs previous 13F +8,199 shares

    0.08% of the 13F portfolio, value $911,264.

    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 10,259 shares
    Change vs previous 13F +420 shares

    0.05% of the 13F portfolio, value $538,910.

    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 9,839 shares
    Change vs previous 13F +2,679 shares

    0.05% of the 13F portfolio, value $514,580.

    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 7,160 shares
    Change vs previous 13F +1,396 shares

    0.03% of the 13F portfolio, value $360,291.

    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 5,764 shares
    Change vs previous 13F +2,764 shares

    0.03% of the 13F portfolio, value $276,038.

    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 3,000 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $152,460.

    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).