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Disclosery

PRIVATE TRUST CO NA: URI position timeline

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

PRIVATE TRUST CO NA held 1,704 URI 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 1,704 shares
    Change vs previous 13F -182 shares

    0.15% of the 13F portfolio, value $1,930,445.

    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 1,886 shares
    Change vs previous 13F -18 shares

    0.12% of the 13F portfolio, value $1,374,064.

    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 1,904 shares
    Change vs previous 13F +76 shares

    0.13% of the 13F portfolio, value $1,540,945.

    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 1,828 shares
    Change vs previous 13F -499 shares

    0.15% of the 13F portfolio, value $1,745,118.

    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 2,327 shares
    Change vs previous 13F -10 shares

    0.17% of the 13F portfolio, value $1,753,162.

    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 2,337 shares
    Change vs previous 13F +87 shares

    0.15% of the 13F portfolio, value $1,464,598.

    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 2,250 shares
    Change vs previous 13F -294 shares

    0.16% of the 13F portfolio, value $1,584,990.

    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 2,544 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,059,953.

    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).