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Disclosery

PRIVATE TRUST CO NA: XLI position timeline

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

PRIVATE TRUST CO NA held 6,792 XLI 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 6,792 shares
    Change vs previous 13F +7 shares

    0.1% of the 13F portfolio, value $1,258,117.

    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 6,785 shares
    Change vs previous 13F +389 shares

    0.1% of the 13F portfolio, value $1,097,368.

    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 6,396 shares
    Change vs previous 13F -236 shares

    0.09% of the 13F portfolio, value $992,177.

    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 6,632 shares
    Change vs previous 13F +820 shares

    0.09% of the 13F portfolio, value $1,022,882.

    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 5,812 shares
    Change vs previous 13F -1,460 shares

    0.08% of the 13F portfolio, value $857,414.

    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 7,272 shares
    Change vs previous 13F -1,287 shares

    0.1% of the 13F portfolio, value $953,166.

    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 8,559 shares
    Change vs previous 13F +760 shares

    0.12% of the 13F portfolio, value $1,127,793.

    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 7,799 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,056,314.

    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).