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
- period ended2026-06-3013F 219,571 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 187,558 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 143,306 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 139,742 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 144,157 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 157,896 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 169,477 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 180,059 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).