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Disclosery

EQUITABLE TRUST CO: IVW position timeline

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

EQUITABLE TRUST CO held 12,274 IVW 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 12,274 shares
    Change vs previous 13F +7,097 shares

    0.07% of the 13F portfolio, value $1,688,043.

    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 5,177 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $585,570.

    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 5,177 shares
    Change vs previous 13F -2,027 shares

    0.03% of the 13F portfolio, value $638,117.

    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 7,204 shares
    Change vs previous 13F -361 shares

    0.04% of the 13F portfolio, value $869,667.

    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 7,565 shares
    Change vs previous 13F +2,140 shares

    0.04% of the 13F portfolio, value $832,907.

    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 5,425 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $503,603.

    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 5,425 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $550,800.

    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).