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Disclosery

PRIVATE TRUST CO NA: TAXF position timeline

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

PRIVATE TRUST CO NA held 5,498 TAXF 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 5,498 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $279,515.

    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 5,498 shares
    Change vs previous 13F -496 shares

    0.02% of the 13F portfolio, value $275,159.

    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 5,994 shares
    Change vs previous 13F -2 shares

    0.03% of the 13F portfolio, value $301,982.

    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 5,996 shares
    Change vs previous 13F -1,578 shares

    0.03% of the 13F portfolio, value $301,179.

    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 7,574 shares
    Change vs previous 13F -472 shares

    0.04% of the 13F portfolio, value $370,596.

    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 8,046 shares
    Change vs previous 13F +204 shares

    0.04% of the 13F portfolio, value $398,116.

    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 7,842 shares
    Change vs previous 13F -42 shares

    0.04% of the 13F portfolio, value $393,198.

    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 7,884 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $405,395.

    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).