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Disclosery

EQUITABLE TRUST CO: IWD position timeline

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

EQUITABLE TRUST CO held 28,035 IWD 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 28,035 shares
    Change vs previous 13F +7,102 shares

    0.28% of the 13F portfolio, value $6,796,525.

    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 20,933 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $4,472,754.

    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 20,933 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $4,403,047.

    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 20,933 shares
    Change vs previous 13F +154 shares

    0.2% of the 13F portfolio, value $4,261,749.

    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 20,779 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $4,035,905.

    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 20,779 shares
    Change vs previous 13F +1,750 shares

    0.22% of the 13F portfolio, value $3,909,777.

    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 19,029 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,522,838.

    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).