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EQUITABLE TRUST CO: PM position timeline

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

EQUITABLE TRUST CO held 43,449 PM 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 43,449 shares
    Change vs previous 13F +648 shares

    0.33% of the 13F portfolio, value $7,860,359.

    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 42,801 shares
    Change vs previous 13F -2,006 shares

    0.33% of the 13F portfolio, value $7,076,717.

    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 44,807 shares
    Change vs previous 13F +1,308 shares

    0.32% of the 13F portfolio, value $7,187,043.

    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 43,499 shares
    Change vs previous 13F +1,156 shares

    0.32% of the 13F portfolio, value $7,055,538.

    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 42,343 shares
    Change vs previous 13F +29,531 shares

    0.38% of the 13F portfolio, value $7,711,931.

    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 12,812 shares
    Change vs previous 13F +78 shares

    0.11% of the 13F portfolio, value $2,033,649.

    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 12,734 shares
    Change vs previous 13F -1,440 shares

    0.09% of the 13F portfolio, value $1,532,536.

    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 14,174 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,720,724.

    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).