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Disclosery

EQUITABLE TRUST CO: JEF position timeline

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

EQUITABLE TRUST CO held 9,000 JEF 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 9,000 shares
    Change vs previous 13F -5,710 shares

    0.02% of the 13F portfolio, value $449,820.

    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 14,710 shares
    Change vs previous 13F +4,345 shares

    0.03% of the 13F portfolio, value $607,082.

    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 10,365 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $642,319.

    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 10,365 shares
    Change vs previous 13F -525 shares

    0.03% of the 13F portfolio, value $678,078.

    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 10,890 shares
    Change vs previous 13F +2,290 shares

    0.03% of the 13F portfolio, value $595,574.

    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 8,600 shares
    Change vs previous 13F -5,485 shares

    0.03% of the 13F portfolio, value $460,702.

    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 14,085 shares
    Change vs previous 13F -2,835 shares

    0.06% of the 13F portfolio, value $1,104,264.

    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).

  8. period ended2024-09-30
    13F 16,920 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,041,426.

    13F-HR 0000033250-24-000004 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).