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EQUITABLE TRUST CO: IWS position timeline

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

EQUITABLE TRUST CO held 22,541 IWS 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 22,541 shares
    Change vs previous 13F +436 shares

    0.15% of the 13F portfolio, value $3,710,249.

    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 22,105 shares
    Change vs previous 13F -1,190 shares

    0.15% of the 13F portfolio, value $3,221,583.

    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 23,295 shares
    Change vs previous 13F +1,168 shares

    0.15% of the 13F portfolio, value $3,285,760.

    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 22,127 shares
    Change vs previous 13F +176 shares

    0.14% of the 13F portfolio, value $3,090,478.

    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 21,951 shares
    Change vs previous 13F -304 shares

    0.14% of the 13F portfolio, value $2,900,606.

    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 22,255 shares
    Change vs previous 13F +3,786 shares

    0.16% of the 13F portfolio, value $2,803,462.

    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 18,469 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,388,781.

    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).