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Disclosery

EQUITABLE TRUST CO: PEP position timeline

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

EQUITABLE TRUST CO held 28,237 PEP 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 28,237 shares
    Change vs previous 13F +279 shares

    0.16% of the 13F portfolio, value $3,823,290.

    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 27,958 shares
    Change vs previous 13F -82 shares

    0.2% of the 13F portfolio, value $4,341,597.

    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 28,040 shares
    Change vs previous 13F -1,018 shares

    0.18% of the 13F portfolio, value $4,024,301.

    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 29,058 shares
    Change vs previous 13F -150 shares

    0.19% of the 13F portfolio, value $4,080,905.

    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 29,208 shares
    Change vs previous 13F -972 shares

    0.19% of the 13F portfolio, value $3,856,624.

    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 30,180 shares
    Change vs previous 13F -1,718 shares

    0.25% of the 13F portfolio, value $4,525,189.

    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 31,898 shares
    Change vs previous 13F -253 shares

    0.27% of the 13F portfolio, value $4,850,410.

    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 32,151 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,467,277.

    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).