Position in WHR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,995
+$407 QoQ
Shares Held
76
+58.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#387
of 455 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026PRIVATE TRUST CO NA holds $73,685 across 5 Furnishings, Fixtures & Appliances names. WHR ranks #3 (4.1% of the industry book) .
All Filings in WHR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,995 | 76 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $2,588 | 48 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $4,472 | 62 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $8,960 | 114 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $14,198 | 140 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $6,849 | 76 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $114,022 | 996 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $21,079 | 197 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $59,378 | 581 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $33,376 | 279 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $34,339 | 282 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $12,968 | 97 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $17,110 | 115 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $11,221 | 85 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $8,063 | 57 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $8,897 | 66 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $8,362 | 54 | Shares | Defined | 2022-09-16 | |
| 2021-12-31 | $290,743 | 1,239 | Shares | Other | 2022-01-10 | |
| 2021-09-30 | $837,456 | 4,108 | Shares | Other | 2021-10-06 | |
| 2021-06-30 | $894,100 | 4,101 | Shares | Other | 2021-07-07 | |
| 2021-03-31 | $682,644 | 3,098 | Shares | Other | 2021-04-06 | |
| 2020-12-31 | $559,158 | 3,098 | Shares | Other | 2021-01-05 | |
| 2020-09-30 | $527,396 | 2,868 | Shares | Other | 2020-10-01 | |
| 2020-06-30 | $371,103 | 2,865 | Shares | Other | 2020-07-07 | |
| 2020-03-31 | $245,216 | 2,858 | Shares | Other | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||