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EQUITABLE TRUST CO: WMT position timeline

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

EQUITABLE TRUST CO held 81,137 WMT 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 81,137 shares
    Change vs previous 13F +1,363 shares

    0.38% of the 13F portfolio, value $9,189,576.

    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 79,774 shares
    Change vs previous 13F +8,262 shares

    0.46% of the 13F portfolio, value $9,914,313.

    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 71,512 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $7,967,152.

    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 71,512 shares
    Change vs previous 13F +4,800 shares

    0.34% of the 13F portfolio, value $7,370,026.

    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 66,712 shares
    Change vs previous 13F -300 shares

    0.32% of the 13F portfolio, value $6,523,099.

    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 67,012 shares
    Change vs previous 13F -516 shares

    0.33% of the 13F portfolio, value $5,882,984.

    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 67,528 shares
    Change vs previous 13F +5,250 shares

    0.34% of the 13F portfolio, value $6,101,155.

    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 62,278 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,028,949.

    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).