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Disclosery

PRIVATE TRUST CO NA: XLK position timeline

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

PRIVATE TRUST CO NA held 14,718 XLK 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 14,718 shares
    Change vs previous 13F -4,514 shares

    0.22% of the 13F portfolio, value $2,804,121.

    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 19,232 shares
    Change vs previous 13F -7,090 shares

    0.23% of the 13F portfolio, value $2,555,981.

    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 26,322 shares
    Change vs previous 13F +17,113 shares

    0.33% of the 13F portfolio, value $3,789,613.

    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 9,209 shares
    Change vs previous 13F -737 shares

    0.23% of the 13F portfolio, value $2,595,780.

    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 9,946 shares
    Change vs previous 13F +282 shares

    0.24% of the 13F portfolio, value $2,518,743.

    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 9,664 shares
    Change vs previous 13F -121 shares

    0.21% of the 13F portfolio, value $1,995,519.

    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 9,785 shares
    Change vs previous 13F +176 shares

    0.23% of the 13F portfolio, value $2,275,295.

    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 9,609 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,169,439.

    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).