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Disclosery

PRIVATE TRUST CO NA: XLP position timeline

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

PRIVATE TRUST CO NA held 2,975 XLP 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 2,975 shares
    Change vs previous 13F -851 shares

    0.02% of the 13F portfolio, value $247,133.

    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 3,826 shares
    Change vs previous 13F -284 shares

    0.03% of the 13F portfolio, value $313,655.

    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 4,110 shares
    Change vs previous 13F +476 shares

    0.03% of the 13F portfolio, value $319,265.

    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 3,634 shares
    Change vs previous 13F +81 shares

    0.03% of the 13F portfolio, value $284,797.

    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 3,553 shares
    Change vs previous 13F -1,808 shares

    0.03% of the 13F portfolio, value $287,686.

    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 5,361 shares
    Change vs previous 13F -3,210 shares

    0.05% of the 13F portfolio, value $437,833.

    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 8,571 shares
    Change vs previous 13F +224 shares

    0.07% of the 13F portfolio, value $673,785.

    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 8,347 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $692,764.

    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).