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Disclosery

EQUITABLE TRUST CO: IVV position timeline

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

EQUITABLE TRUST CO held 5,842 IVV 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 5,842 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $4,375,015.

    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 5,842 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $3,816,053.

    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 5,842 shares
    Change vs previous 13F -329 shares

    0.18% of the 13F portfolio, value $4,001,419.

    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 6,171 shares
    Change vs previous 13F -12 shares

    0.19% of the 13F portfolio, value $4,130,250.

    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 6,183 shares
    Change vs previous 13F -118 shares

    0.19% of the 13F portfolio, value $3,839,025.

    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 6,301 shares
    Change vs previous 13F -1,947 shares

    0.2% of the 13F portfolio, value $3,540,532.

    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 8,248 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,855,433.

    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).