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Disclosery

PRIVATE TRUST CO NA: XYZ position timeline

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

PRIVATE TRUST CO NA held 1,333 XYZ 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 1,333 shares
    Change vs previous 13F -22 shares

    0.01% of the 13F portfolio, value $101,308.

    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 1,355 shares
    Change vs previous 13F +35 shares

    0.01% of the 13F portfolio, value $81,544.

    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 1,320 shares
    Change vs previous 13F -10 shares

    0.01% of the 13F portfolio, value $85,919.

    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 1,330 shares
    Change vs previous 13F -57 shares

    0.01% of the 13F portfolio, value $96,119.

    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 1,387 shares
    Change vs previous 13F +74 shares

    0.01% of the 13F portfolio, value $94,219.

    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 1,313 shares
    Change vs previous 13F -1,670 shares

    0.01% of the 13F portfolio, value $71,335.

    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 2,983 shares
    Change vs previous 13F +1,609 shares

    0.03% of the 13F portfolio, value $253,525.

    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 1,374 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $92,237.

    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).