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Disclosery

PRIVATE TRUST CO NA: XLE position timeline

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

PRIVATE TRUST CO NA held 16,988 XLE 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 16,988 shares
    Change vs previous 13F -972 shares

    0.07% of the 13F portfolio, value $902,258.

    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 17,960 shares
    Change vs previous 13F +1,480 shares

    0.1% of the 13F portfolio, value $1,100,259.

    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 16,480 shares
    Change vs previous 13F +8,182 shares

    0.06% of the 13F portfolio, value $736,842.

    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 8,298 shares
    Change vs previous 13F -4,594 shares

    0.07% of the 13F portfolio, value $741,364.

    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 12,892 shares
    Change vs previous 13F -534 shares

    0.1% of the 13F portfolio, value $1,093,391.

    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 13,426 shares
    Change vs previous 13F -292 shares

    0.13% of the 13F portfolio, value $1,254,660.

    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 13,718 shares
    Change vs previous 13F +144 shares

    0.12% of the 13F portfolio, value $1,175,065.

    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 13,574 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,191,763.

    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).