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Disclosery

EQUITABLE TRUST CO: XEL position timeline

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

EQUITABLE TRUST CO held 15,842 XEL 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 15,842 shares
    Change vs previous 13F -385 shares

    0.05% of the 13F portfolio, value $1,272,113.

    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 16,227 shares
    Change vs previous 13F +80 shares

    0.06% of the 13F portfolio, value $1,289,073.

    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 16,147 shares
    Change vs previous 13F -799 shares

    0.05% of the 13F portfolio, value $1,192,617.

    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 16,946 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,366,695.

    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 16,946 shares
    Change vs previous 13F -280 shares

    0.06% of the 13F portfolio, value $1,154,023.

    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 17,226 shares
    Change vs previous 13F +63 shares

    0.07% of the 13F portfolio, value $1,219,429.

    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 17,163 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,158,846.

    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 17,163 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,120,744.

    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).