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Disclosery

PRIVATE TRUST CO NA: XLF position timeline

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

PRIVATE TRUST CO NA held 31,461 XLF 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 31,461 shares
    Change vs previous 13F +1,818 shares

    0.13% of the 13F portfolio, value $1,686,624.

    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 29,643 shares
    Change vs previous 13F -1,158 shares

    0.13% of the 13F portfolio, value $1,463,475.

    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 30,801 shares
    Change vs previous 13F -10,330 shares

    0.15% of the 13F portfolio, value $1,686,994.

    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 41,131 shares
    Change vs previous 13F +3,820 shares

    0.2% of the 13F portfolio, value $2,215,749.

    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 37,311 shares
    Change vs previous 13F -2,170 shares

    0.19% of the 13F portfolio, value $1,953,999.

    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 39,481 shares
    Change vs previous 13F +2,731 shares

    0.2% of the 13F portfolio, value $1,966,569.

    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 36,750 shares
    Change vs previous 13F -1,508 shares

    0.18% of the 13F portfolio, value $1,776,138.

    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 38,258 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,733,870.

    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).