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Disclosery

PRIVATE TRUST CO NA: USFR position timeline

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

PRIVATE TRUST CO NA held 30,577 USFR 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 30,577 shares
    Change vs previous 13F -10,403 shares

    0.12% of the 13F portfolio, value $1,539,552.

    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 40,980 shares
    Change vs previous 13F +6,701 shares

    0.18% of the 13F portfolio, value $2,062,943.

    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 34,279 shares
    Change vs previous 13F +5,345 shares

    0.15% of the 13F portfolio, value $1,724,929.

    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 28,934 shares
    Change vs previous 13F +10,945 shares

    0.13% of the 13F portfolio, value $1,454,522.

    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 17,989 shares
    Change vs previous 13F -18,625 shares

    0.09% of the 13F portfolio, value $905,037.

    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 36,614 shares
    Change vs previous 13F +4,819 shares

    0.19% of the 13F portfolio, value $1,842,765.

    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 31,795 shares
    Change vs previous 13F -5,769 shares

    0.16% of the 13F portfolio, value $1,599,913.

    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 37,564 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,886,471.

    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).