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EQUITABLE TRUST CO: SE position timeline

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

EQUITABLE TRUST CO held 219,571 SE 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 219,571 shares
    Change vs previous 13F +32,013 shares

    0.88% of the 13F portfolio, value $21,041,488.

    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 187,558 shares
    Change vs previous 13F +44,252 shares

    0.72% of the 13F portfolio, value $15,531,678.

    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 143,306 shares
    Change vs previous 13F +3,564 shares

    0.82% of the 13F portfolio, value $18,281,547.

    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 139,742 shares
    Change vs previous 13F -4,415 shares

    1.15% of the 13F portfolio, value $24,976,088.

    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 144,157 shares
    Change vs previous 13F -13,739 shares

    1.15% of the 13F portfolio, value $23,056,470.

    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 157,896 shares
    Change vs previous 13F -11,581 shares

    1.14% of the 13F portfolio, value $20,603,849.

    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 169,477 shares
    Change vs previous 13F -10,582 shares

    1% of the 13F portfolio, value $17,981,510.

    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 180,059 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $16,975,962.

    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).