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EQUITABLE TRUST CO: ACWI position timeline

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

EQUITABLE TRUST CO held 149,233 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,233 shares
    Change vs previous 13F -5,590 shares

    0.98% of the 13F portfolio, value $23,425,104.

    13F-HR 0000033250-26-000003 filed by EQUITABLE TRUST CO
    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 154,823 shares
    Change vs previous 13F -17,797 shares

    0.99% of the 13F portfolio, value $21,422,859.

    13F-HR 0000033250-26-000002 filed by EQUITABLE TRUST CO
    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 172,620 shares
    Change vs previous 13F -4,741 shares

    1.09% of the 13F portfolio, value $24,424,004.

    13F-HR 0000033250-26-000001 filed by EQUITABLE TRUST CO
    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 177,361 shares
    Change vs previous 13F +169 shares

    1.13% of the 13F portfolio, value $24,518,385.

    13F-HR 0000033250-25-000005 filed by EQUITABLE TRUST CO
    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 177,192 shares
    Change vs previous 13F +45,788 shares

    1.14% of the 13F portfolio, value $22,786,892.

    13F-HR 0000033250-25-000003 filed by EQUITABLE TRUST CO
    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 131,404 shares
    Change vs previous 13F -2,190 shares

    0.85% of the 13F portfolio, value $15,294,112.

    13F-HR 0000033250-25-000002 filed by EQUITABLE TRUST CO
    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 133,594 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $15,697,295.

    13F-HR 0000033250-25-000001 filed by EQUITABLE TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).