Skip to content
Disclosery

EQUITABLE TRUST CO: WFC position timeline

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

EQUITABLE TRUST CO held 8,206 WFC 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 8,206 shares
    Change vs previous 13F +472 shares

    0.03% of the 13F portfolio, value $678,144.

    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 7,734 shares
    Change vs previous 13F -112 shares

    0.03% of the 13F portfolio, value $615,703.

    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 7,846 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $731,247.

    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 7,846 shares
    Change vs previous 13F -19,740 shares

    0.03% of the 13F portfolio, value $657,652.

    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 27,586 shares
    Change vs previous 13F +1,719 shares

    0.11% of the 13F portfolio, value $2,210,190.

    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 25,867 shares
    Change vs previous 13F +1,943 shares

    0.1% of the 13F portfolio, value $1,856,992.

    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 23,924 shares
    Change vs previous 13F +4,242 shares

    0.09% of the 13F portfolio, value $1,680,422.

    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 19,682 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,111,837.

    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).