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Disclosery

EQUITABLE TRUST CO: AXP position timeline

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

EQUITABLE TRUST CO held 48,698 AXP 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 48,698 shares
    Change vs previous 13F -2,026 shares

    0.69% of the 13F portfolio, value $16,472,099.

    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 50,724 shares
    Change vs previous 13F -4,501 shares

    0.71% of the 13F portfolio, value $15,342,995.

    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 55,225 shares
    Change vs previous 13F -989 shares

    0.91% of the 13F portfolio, value $20,430,489.

    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 56,214 shares
    Change vs previous 13F +49 shares

    0.86% of the 13F portfolio, value $18,672,042.

    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 56,165 shares
    Change vs previous 13F -1,674 shares

    0.89% of the 13F portfolio, value $17,915,512.

    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 57,839 shares
    Change vs previous 13F -3,543 shares

    0.86% of the 13F portfolio, value $15,561,583.

    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 61,382 shares
    Change vs previous 13F -1,581 shares

    1.02% of the 13F portfolio, value $18,217,564.

    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 62,963 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $17,075,565.

    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).