Equitable Trust Co

SEC CIK: 0000033250
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

CBZ holding history

CBIZ, Inc. in every 13F filed by Equitable Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CBZ overview All 13F holders of CBZ Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of CBZ by Equitable Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−15,803−100.0%	Sold out	Holders
Q1 2026	15,803	$424.3K	<0.1%	−199−1.2%	Reduced	Holders
Q4 2025	16,002	$807.3K	<0.1%	+1,330+9.1%	Added	Holders
Q3 2025	14,672	$777.0K	<0.1%	+14,672	New	Holders