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Disclosery

PRIVATE TRUST CO NA: TIP position timeline

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

PRIVATE TRUST CO NA held 8,799 TIP 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 8,799 shares
    Change vs previous 13F +5,070 shares

    0.08% of the 13F portfolio, value $962,875.

    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 3,729 shares
    Change vs previous 13F +94 shares

    0.04% of the 13F portfolio, value $411,532.

    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 3,635 shares
    Change vs previous 13F +1,345 shares

    0.03% of the 13F portfolio, value $399,523.

    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 2,290 shares
    Change vs previous 13F +24 shares

    0.02% of the 13F portfolio, value $254,694.

    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 2,266 shares
    Change vs previous 13F +589 shares

    0.02% of the 13F portfolio, value $249,351.

    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 1,677 shares
    Change vs previous 13F -215 shares

    0.02% of the 13F portfolio, value $186,298.

    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 1,892 shares
    Change vs previous 13F -2,332 shares

    0.02% of the 13F portfolio, value $201,593.

    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 4,224 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $466,625.

    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).