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Disclosery

PRIVATE TRUST CO NA: UCON position timeline

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

PRIVATE TRUST CO NA held 19,535 UCON 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 19,535 shares
    Change vs previous 13F +1,873 shares

    0.04% of the 13F portfolio, value $486,038.

    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 17,662 shares
    Change vs previous 13F +4,535 shares

    0.04% of the 13F portfolio, value $437,499.

    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 13,127 shares
    Change vs previous 13F +3,542 shares

    0.03% of the 13F portfolio, value $330,394.

    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 9,585 shares
    Change vs previous 13F +17 shares

    0.02% of the 13F portfolio, value $241,436.

    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 9,568 shares
    Change vs previous 13F +817 shares

    0.02% of the 13F portfolio, value $238,141.

    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 8,751 shares
    Change vs previous 13F +4,971 shares

    0.02% of the 13F portfolio, value $216,592.

    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 3,780 shares
    Change vs previous 13F -4,026 shares

    0.01% of the 13F portfolio, value $93,177.

    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 7,806 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $196,165.

    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).