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Disclosery

PRIVATE TRUST CO NA: SWK position timeline

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

PRIVATE TRUST CO NA held 13,552 SWK 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 13,552 shares
    Change vs previous 13F +40 shares

    0.1% of the 13F portfolio, value $1,275,514.

    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 13,512 shares
    Change vs previous 13F +21 shares

    0.09% of the 13F portfolio, value $960,163.

    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 13,491 shares
    Change vs previous 13F +100 shares

    0.09% of the 13F portfolio, value $1,002,111.

    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 13,391 shares
    Change vs previous 13F +102 shares

    0.09% of the 13F portfolio, value $995,353.

    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 13,289 shares
    Change vs previous 13F -52 shares

    0.09% of the 13F portfolio, value $900,330.

    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 13,341 shares
    Change vs previous 13F +11,938 shares

    0.11% of the 13F portfolio, value $1,025,656.

    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 1,403 shares
    Change vs previous 13F -241 shares

    0.01% of the 13F portfolio, value $112,647.

    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 1,644 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $181,054.

    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).