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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

  1. period ended2026-06-30
    13F 270,205 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 138,880 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 102,395 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 100,895 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 98,680 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 87,900 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 65,620 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 65,770 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).