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EQUITABLE TRUST CO: CRM position timeline

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

EQUITABLE TRUST CO held 53,296 CRM 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 53,296 shares
    Change vs previous 13F +37,416 shares

    0.35% of the 13F portfolio, value $8,349,351.

    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 15,880 shares
    Change vs previous 13F -31,148 shares

    0.14% of the 13F portfolio, value $2,964,320.

    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 47,028 shares
    Change vs previous 13F +8,385 shares

    0.56% of the 13F portfolio, value $12,458,187.

    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 38,643 shares
    Change vs previous 13F -13,118 shares

    0.42% of the 13F portfolio, value $9,158,391.

    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 51,761 shares
    Change vs previous 13F +14,604 shares

    0.7% of the 13F portfolio, value $14,114,707.

    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 37,157 shares
    Change vs previous 13F +493 shares

    0.55% of the 13F portfolio, value $9,971,452.

    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 36,664 shares
    Change vs previous 13F -8,603 shares

    0.68% of the 13F portfolio, value $12,257,875.

    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 45,267 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $12,390,030.

    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).