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Disclosery

PRIVATE TRUST CO NA: STZ position timeline

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

PRIVATE TRUST CO NA held 10,246 STZ 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 10,246 shares
    Change vs previous 13F -36 shares

    0.11% of the 13F portfolio, value $1,425,116.

    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 10,282 shares
    Change vs previous 13F -456 shares

    0.14% of the 13F portfolio, value $1,542,300.

    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 10,738 shares
    Change vs previous 13F -263 shares

    0.13% of the 13F portfolio, value $1,481,402.

    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 11,001 shares
    Change vs previous 13F +75 shares

    0.13% of the 13F portfolio, value $1,481,493.

    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 10,926 shares
    Change vs previous 13F -780 shares

    0.17% of the 13F portfolio, value $1,777,428.

    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 11,706 shares
    Change vs previous 13F +173 shares

    0.22% of the 13F portfolio, value $2,148,269.

    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 11,533 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $2,548,774.

    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 11,533 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,971,916.

    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).