EQUITABLE TRUST CO: PERI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EQUITABLE TRUST CO on PERI, newest first. How the timeline and the estimate are built.
EQUITABLE TRUST CO held 270,205 PERI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 270,205 sharesChange vs previous 13F +131,325 shares
0.11% of the 13F portfolio, value $2,623,691.
13F-HR 0000033250-26-000003 filed by EQUITABLE TRUST CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 138,880 sharesChange vs previous 13F +36,485 shares
0.06% of the 13F portfolio, value $1,387,411.
13F-HR 0000033250-26-000002 filed by EQUITABLE TRUST CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 102,395 sharesChange vs previous 13F +1,500 shares
0.04% of the 13F portfolio, value $980,944.
13F-HR 0000033250-26-000001 filed by EQUITABLE TRUST CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 100,895 sharesChange vs previous 13F +2,215 shares
0.04% of the 13F portfolio, value $968,592.
13F-HR 0000033250-25-000005 filed by EQUITABLE TRUST CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 98,680 sharesChange vs previous 13F +10,780 shares
0.05% of the 13F portfolio, value $1,001,602.
13F-HR 0000033250-25-000003 filed by EQUITABLE TRUST CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 87,900 sharesChange vs previous 13F +22,280 shares
0.04% of the 13F portfolio, value $715,506.
13F-HR 0000033250-25-000002 filed by EQUITABLE TRUST CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 65,620 sharesChange vs previous 13F -150 shares
0.03% of the 13F portfolio, value $555,801.
13F-HR 0000033250-25-000001 filed by EQUITABLE TRUST CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 65,770 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $518,268.
13F-HR 0000033250-24-000004 filed by EQUITABLE TRUST CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).