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Disclosery

PRIVATE TRUST CO NA: WFC position timeline

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

PRIVATE TRUST CO NA held 21,549 WFC 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 21,549 shares
    Change vs previous 13F -1,217 shares

    0.14% of the 13F portfolio, value $1,780,809.

    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 22,766 shares
    Change vs previous 13F -153 shares

    0.16% of the 13F portfolio, value $1,812,401.

    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 22,919 shares
    Change vs previous 13F -1,084 shares

    0.19% of the 13F portfolio, value $2,136,051.

    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 24,003 shares
    Change vs previous 13F -3,281 shares

    0.18% of the 13F portfolio, value $2,011,931.

    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 27,284 shares
    Change vs previous 13F +916 shares

    0.21% of the 13F portfolio, value $2,185,994.

    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 26,368 shares
    Change vs previous 13F +249 shares

    0.19% of the 13F portfolio, value $1,892,959.

    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 26,119 shares
    Change vs previous 13F +1,224 shares

    0.19% of the 13F portfolio, value $1,834,599.

    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 24,895 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,406,319.

    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).