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Disclosery

PRIVATE TRUST CO NA: XLC position timeline

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

PRIVATE TRUST CO NA held 8,587 XLC 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 8,587 shares
    Change vs previous 13F -606 shares

    0.07% of the 13F portfolio, value $919,955.

    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 9,193 shares
    Change vs previous 13F -1,665 shares

    0.09% of the 13F portfolio, value $1,019,167.

    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 10,858 shares
    Change vs previous 13F -3,566 shares

    0.11% of the 13F portfolio, value $1,278,236.

    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 14,424 shares
    Change vs previous 13F -694 shares

    0.15% of the 13F portfolio, value $1,707,402.

    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 15,118 shares
    Change vs previous 13F +936 shares

    0.16% of the 13F portfolio, value $1,640,786.

    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 14,182 shares
    Change vs previous 13F -1,478 shares

    0.14% of the 13F portfolio, value $1,367,881.

    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 15,660 shares
    Change vs previous 13F -2,804 shares

    0.16% of the 13F portfolio, value $1,516,071.

    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 18,464 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,669,171.

    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).