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Disclosery

EQUITABLE TRUST CO: XLE position timeline

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

EQUITABLE TRUST CO held 602,179 XLE 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 602,179 shares
    Change vs previous 13F -12,591 shares

    1.33% of the 13F portfolio, value $31,981,727.

    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 614,770 shares
    Change vs previous 13F -24,226 shares

    1.74% of the 13F portfolio, value $37,660,810.

    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 638,996 shares
    Change vs previous 13F +313,628 shares

    1.28% of the 13F portfolio, value $28,569,512.

    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 325,368 shares
    Change vs previous 13F -8,300 shares

    1.34% of the 13F portfolio, value $29,068,378.

    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 333,668 shares
    Change vs previous 13F -60,471 shares

    1.41% of the 13F portfolio, value $28,298,383.

    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 394,139 shares
    Change vs previous 13F -9,800 shares

    2.04% of the 13F portfolio, value $36,832,290.

    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 403,939 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $34,601,414.

    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).