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EQUITABLE TRUST CO: ADI position timeline

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

EQUITABLE TRUST CO held 77,655 ADI 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 77,655 shares
    Change vs previous 13F -1,807 shares

    1.29% of the 13F portfolio, value $30,842,236.

    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 79,462 shares
    Change vs previous 13F -8,461 shares

    1.17% of the 13F portfolio, value $25,280,041.

    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 87,923 shares
    Change vs previous 13F -1,901 shares

    1.06% of the 13F portfolio, value $23,844,717.

    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 89,824 shares
    Change vs previous 13F -1,021 shares

    1.01% of the 13F portfolio, value $22,069,757.

    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 90,845 shares
    Change vs previous 13F +7,701 shares

    1.08% of the 13F portfolio, value $21,622,927.

    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 83,144 shares
    Change vs previous 13F -496 shares

    0.93% of the 13F portfolio, value $16,767,651.

    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 83,640 shares
    Change vs previous 13F +2,683 shares

    0.99% of the 13F portfolio, value $17,770,154.

    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).

  8. period ended2024-09-30
    13F 80,957 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $18,633,873.

    13F-HR 0000033250-24-000004 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).