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Disclosery

EQUITABLE TRUST CO: UNH position timeline

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

EQUITABLE TRUST CO held 15,220 UNH 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 15,220 shares
    Change vs previous 13F -20,934 shares

    0.26% of the 13F portfolio, value $6,325,888.

    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 36,154 shares
    Change vs previous 13F -60 shares

    0.45% of the 13F portfolio, value $9,782,911.

    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 36,214 shares
    Change vs previous 13F +769 shares

    0.53% of the 13F portfolio, value $11,954,604.

    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 35,445 shares
    Change vs previous 13F -11,374 shares

    0.56% of the 13F portfolio, value $12,239,159.

    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 46,819 shares
    Change vs previous 13F +32,969 shares

    0.73% of the 13F portfolio, value $14,606,123.

    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 13,850 shares
    Change vs previous 13F +2,260 shares

    0.4% of the 13F portfolio, value $7,253,938.

    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 11,590 shares
    Change vs previous 13F +699 shares

    0.33% of the 13F portfolio, value $5,862,917.

    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 10,891 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $6,367,750.

    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).