Current Market Value 3,371,678,202
Current Holdings 432
Most Recent File Date 2025-07-23
Total Filings on Record 29
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Equitable Trust Co . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-23 2025-06-30 13F-HR 432 3,371,678
2025-04-25 2025-03-31 13F-HR 462 1,805,244
2025-01-28 2024-12-31 13F-HR 469 1,791,765
2024-10-29 2024-09-30 13F-HR 442 1,558,522
2024-07-31 2024-06-30 13F-HR 432 1,453,850
2024-04-24 2024-03-31 13F-HR 423 1,441,767
2024-01-25 2023-12-31 13F-HR 396 1,330,096
2023-11-06 2023-09-30 13F-HR 395 1,209,654
2023-08-08 2023-06-30 13F-HR 405 1,307,545
2023-05-02 2023-03-31 13F-HR 398 1,269,787
2023-02-17 2022-12-31 13F-HR 389 1,268,935
2022-10-31 2022-09-30 13F-HR 382 1,199,765
2022-07-15 2022-06-30 13F-HR 394 1,342,375
2022-05-06 2022-03-31 13F-HR 396 1,556,330
2022-01-31 2021-12-31 13F-HR 373 1,619,014
2021-10-26 2021-09-30 13F-HR 358 1,566,375
2021-08-03 2021-06-30 13F-HR 364 1,559,257
2021-05-14 2021-03-31 13F-HR 351 1,342,345
2021-02-12 2020-12-31 13F-HR 358 1,347,005
2020-11-13 2020-09-30 13F-HR 322 1,174,555
2020-08-18 2020-06-30 13F-HR 314 1,087,379
2020-05-21 2020-03-31 13F-HR 303 909,904
2020-02-18 2019-12-31 13F-HR 283 1,023,700
2019-11-19 2019-09-30 13F-HR 281 949,132
2019-08-16 2019-06-30 13F-HR 278 942,255
2019-05-15 2019-03-31 13F-HR 271 865,866
2019-02-22 2018-12-31 13F-HR 260 755,705
2018-11-15 2018-09-30 13F-HR 286 858,236
2018-08-14 2018-06-30 13F-HR 257 789,775