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Disclosery

EQUITABLE TRUST CO: UBS position timeline

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

EQUITABLE TRUST CO held 74,386 UBS 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 74,386 shares
    Change vs previous 13F -623 shares

    0.15% of the 13F portfolio, value $3,686,570.

    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 75,009 shares
    Change vs previous 13F +1,371 shares

    0.14% of the 13F portfolio, value $2,930,601.

    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 73,638 shares
    Change vs previous 13F -530 shares

    0.15% of the 13F portfolio, value $3,410,176.

    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 74,168 shares
    Change vs previous 13F -1,117 shares

    0.14% of the 13F portfolio, value $3,040,888.

    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 75,285 shares
    Change vs previous 13F +1,136 shares

    0.13% of the 13F portfolio, value $2,546,139.

    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 74,149 shares
    Change vs previous 13F -1,064 shares

    0.13% of the 13F portfolio, value $2,271,184.

    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 75,213 shares
    Change vs previous 13F -1,364 shares

    0.13% of the 13F portfolio, value $2,280,459.

    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 76,577 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,366,995.

    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).