Skip to content
Disclosery

PRIVATE TRUST CO NA: UNH position timeline

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

PRIVATE TRUST CO NA held 5,162 UNH 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 5,162 shares
    Change vs previous 13F +61 shares

    0.17% of the 13F portfolio, value $2,145,622.

    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 5,101 shares
    Change vs previous 13F -991 shares

    0.12% of the 13F portfolio, value $1,380,327.

    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 6,092 shares
    Change vs previous 13F -387 shares

    0.18% of the 13F portfolio, value $2,011,070.

    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 6,479 shares
    Change vs previous 13F +481 shares

    0.2% of the 13F portfolio, value $2,237,225.

    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 5,998 shares
    Change vs previous 13F -1,769 shares

    0.18% of the 13F portfolio, value $1,871,196.

    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 7,767 shares
    Change vs previous 13F +436 shares

    0.42% of the 13F portfolio, value $4,067,966.

    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 7,331 shares
    Change vs previous 13F -408 shares

    0.38% of the 13F portfolio, value $3,708,460.

    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 7,739 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $4,524,839.

    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).