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Disclosery

EQUITABLE TRUST CO: VOO position timeline

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

EQUITABLE TRUST CO held 313,997 VOO 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 313,997 shares
    Change vs previous 13F -1,929 shares

    9% of the 13F portfolio, value $215,656,279.

    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 315,926 shares
    Change vs previous 13F -7,499 shares

    8.71% of the 13F portfolio, value $188,781,581.

    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 323,425 shares
    Change vs previous 13F +9,238 shares

    9.06% of the 13F portfolio, value $202,829,520.

    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 314,187 shares
    Change vs previous 13F -2,970 shares

    8.84% of the 13F portfolio, value $192,401,835.

    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 317,157 shares
    Change vs previous 13F +71,294 shares

    8.98% of the 13F portfolio, value $180,154,691.

    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 245,863 shares
    Change vs previous 13F +3,905 shares

    7% of the 13F portfolio, value $126,351,454.

    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 241,958 shares
    Change vs previous 13F not available

    7.28% of the 13F portfolio, value $130,369,390.

    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).