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Disclosery

PRIVATE TRUST CO NA: WMB position timeline

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

PRIVATE TRUST CO NA held 11,431 WMB 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 11,431 shares
    Change vs previous 13F -1,221 shares

    0.07% of the 13F portfolio, value $849,781.

    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 12,652 shares
    Change vs previous 13F -2,001 shares

    0.08% of the 13F portfolio, value $920,813.

    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 14,653 shares
    Change vs previous 13F -384 shares

    0.08% of the 13F portfolio, value $880,792.

    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 15,037 shares
    Change vs previous 13F -537 shares

    0.08% of the 13F portfolio, value $952,594.

    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 15,574 shares
    Change vs previous 13F +2,588 shares

    0.09% of the 13F portfolio, value $978,203.

    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 12,986 shares
    Change vs previous 13F +452 shares

    0.08% of the 13F portfolio, value $776,043.

    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 12,534 shares
    Change vs previous 13F -296 shares

    0.07% of the 13F portfolio, value $678,340.

    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 12,830 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $585,690.

    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).