Skip to content
Disclosery

PRIVATE TRUST CO NA: USMV position timeline

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

PRIVATE TRUST CO NA held 16,560 USMV 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 16,560 shares
    Change vs previous 13F -1,055 shares

    0.13% of the 13F portfolio, value $1,597,417.

    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 17,615 shares
    Change vs previous 13F +559 shares

    0.15% of the 13F portfolio, value $1,633,653.

    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 17,056 shares
    Change vs previous 13F -181 shares

    0.14% of the 13F portfolio, value $1,606,031.

    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 17,237 shares
    Change vs previous 13F -190 shares

    0.14% of the 13F portfolio, value $1,639,967.

    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 17,427 shares
    Change vs previous 13F -2,834 shares

    0.16% of the 13F portfolio, value $1,635,911.

    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 20,261 shares
    Change vs previous 13F +2,207 shares

    0.2% of the 13F portfolio, value $1,897,683.

    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 18,054 shares
    Change vs previous 13F -252 shares

    0.16% of the 13F portfolio, value $1,603,051.

    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 18,306 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,671,558.

    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).