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Disclosery

EQUITABLE TRUST CO: SPY position timeline

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

EQUITABLE TRUST CO held 29,798 SPY 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 29,798 shares
    Change vs previous 13F +9,480 shares

    0.93% of the 13F portfolio, value $22,252,252.

    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 20,318 shares
    Change vs previous 13F -706 shares

    0.61% of the 13F portfolio, value $13,213,608.

    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 21,024 shares
    Change vs previous 13F -23,561 shares

    0.64% of the 13F portfolio, value $14,336,686.

    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 44,585 shares
    Change vs previous 13F -53 shares

    1.37% of the 13F portfolio, value $29,701,635.

    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 44,638 shares
    Change vs previous 13F +23,277 shares

    1.37% of the 13F portfolio, value $27,579,588.

    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 21,361 shares
    Change vs previous 13F -929 shares

    0.66% of the 13F portfolio, value $11,949,130.

    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 22,290 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $13,063,723.

    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).