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Disclosery

EQUITABLE TRUST CO: IWM position timeline

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

EQUITABLE TRUST CO held 17,713 IWM 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 17,713 shares
    Change vs previous 13F -861 shares

    0.22% of the 13F portfolio, value $5,321,871.

    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 18,574 shares
    Change vs previous 13F +407 shares

    0.21% of the 13F portfolio, value $4,606,352.

    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 18,167 shares
    Change vs previous 13F +295 shares

    0.2% of the 13F portfolio, value $4,471,989.

    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 17,872 shares
    Change vs previous 13F +103 shares

    0.2% of the 13F portfolio, value $4,324,309.

    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 17,769 shares
    Change vs previous 13F -330 shares

    0.19% of the 13F portfolio, value $3,834,373.

    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 18,099 shares
    Change vs previous 13F -2,737 shares

    0.2% of the 13F portfolio, value $3,610,570.

    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 20,836 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,603,922.

    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).