Equitable Trust Co

SEC CIK: 0000033250
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

JEF holding history

Jefferies Financial Group 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.

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

Shares (Q2 2026): 9,000
Value: $449.8K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of JEF by Equitable Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9,000	$449.8K	<0.1%	−5,710−38.8%	Reduced	Holders
Q1 2026	14,710	$607.1K	<0.1%	+4,345+41.9%	Added	Holders
Q4 2025	10,365	$642.3K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	10,365	$678.1K	<0.1%	−525−4.8%	Reduced	Holders
Q2 2025	10,890	$595.6K	<0.1%	+2,290+26.6%	Added	Holders
Q1 2025	8,600	$460.7K	<0.1%	−5,485−38.9%	Reduced	Holders
Q4 2024	14,085	$1.10M	0.1%	−2,835−16.8%	Reduced	Holders
Q3 2024	16,920	$1.04M	0.1%	−3,710−18.0%	Reduced	Holders
Q2 2024	20,630	$1.03M	0.1%	00.0%	Unchanged	Holders
Q1 2024	20,630	$909.8K	0.1%	−2,160−9.5%	Reduced	Holders
Q4 2023	22,790	$920.9K	0.1%	+2,270+11.1%	Added	Holders
Q3 2023	20,520	$751.6K	0.1%	00.0%	Unchanged	Holders
Q2 2023	20,520	$680.6K	0.1%	00.0%	Unchanged	Holders
Q1 2023	20,520	$651.3K	0.1%	−1,010−4.7%	Reduced	Holders
Q4 2022	21,530	$738.0K	0.1%	00.0%	Unchanged	Holders
Q3 2022	21,530	$635.0K	0.1%	−2,850−11.7%	Reduced	Holders
Q2 2022	24,380	$673.0K	0.1%	00.0%	Unchanged	Holders
Q1 2022	24,380	$801.0K	0.1%	00.0%	Unchanged	Holders
Q4 2021	24,380	$946.0K	0.1%	00.0%	Unchanged	Holders
Q3 2021	24,380	$905.0K	0.1%	−1,955−7.4%	Reduced	Holders
Q2 2021	26,335	$901.0K	0.1%	00.0%	Unchanged	Holders
Q1 2021	26,335	$793.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.