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Disclosery

PRIVATE TRUST CO NA: UTES position timeline

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

PRIVATE TRUST CO NA held 3,196 UTES 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 3,196 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $261,241.

    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 3,196 shares
    Change vs previous 13F -220 shares

    0.02% of the 13F portfolio, value $255,360.

    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 3,416 shares
    Change vs previous 13F +2,996 shares

    0.02% of the 13F portfolio, value $269,693.

    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 420 shares
    Change vs previous 13F -423 shares

    <0.01% of the 13F portfolio, value $35,045.

    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 843 shares
    Change vs previous 13F +375 shares

    0.01% of the 13F portfolio, value $63,731.

    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 468 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $30,233.

    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 468 shares
    Change vs previous 13F +282 shares

    <0.01% of the 13F portfolio, value $29,835.

    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 186 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,897.

    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).