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Disclosery

EQUITABLE TRUST CO: IJR position timeline

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

EQUITABLE TRUST CO held 80,449 IJR 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 80,449 shares
    Change vs previous 13F +4,456 shares

    0.5% of the 13F portfolio, value $11,931,391.

    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 75,993 shares
    Change vs previous 13F -3,415 shares

    0.44% of the 13F portfolio, value $9,446,690.

    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 79,408 shares
    Change vs previous 13F -6,724 shares

    0.43% of the 13F portfolio, value $9,543,253.

    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 86,132 shares
    Change vs previous 13F -25 shares

    0.47% of the 13F portfolio, value $10,235,066.

    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 86,157 shares
    Change vs previous 13F -42,290 shares

    0.47% of the 13F portfolio, value $9,416,098.

    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 128,447 shares
    Change vs previous 13F +6,331 shares

    0.74% of the 13F portfolio, value $13,431,703.

    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 122,116 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $14,070,206.

    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).