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Disclosery

PRIVATE TRUST CO NA: WM position timeline

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

PRIVATE TRUST CO NA held 8,093 WM 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 8,093 shares
    Change vs previous 13F -294 shares

    0.14% of the 13F portfolio, value $1,803,879.

    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 8,387 shares
    Change vs previous 13F -342 shares

    0.17% of the 13F portfolio, value $1,927,347.

    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 8,729 shares
    Change vs previous 13F +168 shares

    0.17% of the 13F portfolio, value $1,917,928.

    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 8,561 shares
    Change vs previous 13F +43 shares

    0.17% of the 13F portfolio, value $1,890,608.

    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 8,518 shares
    Change vs previous 13F +323 shares

    0.19% of the 13F portfolio, value $1,949,103.

    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 8,195 shares
    Change vs previous 13F -424 shares

    0.2% of the 13F portfolio, value $1,897,123.

    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 8,619 shares
    Change vs previous 13F -20 shares

    0.18% of the 13F portfolio, value $1,739,140.

    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 8,639 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,793,366.

    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).