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Disclosery

PRIVATE TRUST CO NA: SPYM position timeline

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

PRIVATE TRUST CO NA held 33,950 SPYM 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 33,950 shares
    Change vs previous 13F -976 shares

    0.24% of the 13F portfolio, value $2,983,526.

    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 34,926 shares
    Change vs previous 13F +969 shares

    0.24% of the 13F portfolio, value $2,673,236.

    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 33,957 shares
    Change vs previous 13F +2,093 shares

    0.24% of the 13F portfolio, value $2,724,031.

    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 31,864 shares
    Change vs previous 13F -3,491 shares

    0.22% of the 13F portfolio, value $2,496,232.

    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 35,355 shares
    Change vs previous 13F -2,681 shares

    0.24% of the 13F portfolio, value $2,569,961.

    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 38,036 shares
    Change vs previous 13F +3,701 shares

    0.26% of the 13F portfolio, value $2,501,247.

    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 34,335 shares
    Change vs previous 13F +1,732 shares

    0.24% of the 13F portfolio, value $2,367,046.

    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 32,603 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,201,053.

    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).