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Disclosery

PRIVATE TRUST CO NA: TOTL position timeline

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

PRIVATE TRUST CO NA held 7,947 TOTL 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 7,947 shares
    Change vs previous 13F -11,473 shares

    0.03% of the 13F portfolio, value $313,668.

    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 19,420 shares
    Change vs previous 13F -68 shares

    0.07% of the 13F portfolio, value $771,557.

    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 19,488 shares
    Change vs previous 13F +1,933 shares

    0.07% of the 13F portfolio, value $784,392.

    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 17,555 shares
    Change vs previous 13F +934 shares

    0.06% of the 13F portfolio, value $712,206.

    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 16,621 shares
    Change vs previous 13F +2,677 shares

    0.06% of the 13F portfolio, value $666,668.

    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 13,944 shares
    Change vs previous 13F -99 shares

    0.06% of the 13F portfolio, value $561,804.

    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 14,043 shares
    Change vs previous 13F +2,960 shares

    0.06% of the 13F portfolio, value $553,154.

    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 11,083 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $458,836.

    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).