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Disclosery

EQUITABLE TRUST CO: OTIS position timeline

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

EQUITABLE TRUST CO held 31,144 OTIS 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 31,144 shares
    Change vs previous 13F -5,951 shares

    0.09% of the 13F portfolio, value $2,229,910.

    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 37,095 shares
    Change vs previous 13F -70,193 shares

    0.13% of the 13F portfolio, value $2,859,282.

    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 107,288 shares
    Change vs previous 13F -33,020 shares

    0.42% of the 13F portfolio, value $9,371,607.

    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 140,308 shares
    Change vs previous 13F -24,826 shares

    0.59% of the 13F portfolio, value $12,828,361.

    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 165,134 shares
    Change vs previous 13F -17,648 shares

    0.81% of the 13F portfolio, value $16,351,569.

    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 182,782 shares
    Change vs previous 13F -16,871 shares

    1.04% of the 13F portfolio, value $18,863,103.

    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 199,653 shares
    Change vs previous 13F -24,093 shares

    1.03% of the 13F portfolio, value $18,489,864.

    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 223,746 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $23,256,160.

    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).