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EQUITABLE TRUST CO: WMB position timeline

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

EQUITABLE TRUST CO held 4,420 WMB 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 4,420 shares
    Change vs previous 13F -1,506 shares

    0.01% of the 13F portfolio, value $328,583.

    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 5,926 shares
    Change vs previous 13F -1,054 shares

    0.02% of the 13F portfolio, value $431,295.

    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 6,980 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $419,568.

    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 6,980 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $442,183.

    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 6,980 shares
    Change vs previous 13F -3,048 shares

    0.02% of the 13F portfolio, value $438,414.

    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 10,028 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $599,273.

    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 10,028 shares
    Change vs previous 13F +213 shares

    0.03% of the 13F portfolio, value $542,715.

    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 9,815 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $448,055.

    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).