EQUITABLE TRUST CO TDOC Teledoc Inc

Ownership history in EQUITABLE TRUST CO  ·  12 quarters on record

AI Ownership Summary

EQUITABLE TRUST CO reported Teledoc Inc (TDOC) in 12 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows TDOC at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TDOC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EQUITABLE TRUST CO's position in Teledoc Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TDOC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EQUITABLE TRUST CO held TDOC — position size vs. price
% of Fund (quarterly)    TDOC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 60,772 0% 0.02% $331K 2026-04-30 $6.06
2025 Q4 UNCHANGED 60,772 0% 0.02% $425K 2026-02-02 $5.37
2025 Q3 UNCHANGED 60,772 0% 0.02% $470K 2025-11-10 $7.50
2025 Q2 UNCHANGED 60,772 0% 0.03% $529K 2025-07-23 $8.58
2025 Q1 ADDED 60,772 +52,957 +677.6% 0.03% $484K 2025-04-25 $7.20
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EQUITABLE TRUST CO and TDOC

These are the practical questions this page is built to answer before you even open the full history table.

How long has EQUITABLE TRUST CO reported owning TDOC?

EQUITABLE TRUST CO reported TDOC across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported TDOC position in EQUITABLE TRUST CO's portfolio?

The largest reported portfolio weight for TDOC was 0.03% in 2025 Q1.

What is the latest reported TDOC position on this page?

The most recent filing on this page is 2026 Q1, when EQUITABLE TRUST CO reported 60,772 shares, equal to 0.02% of portfolio, with an estimated market value of $331K.

What does the chart on this TDOC ownership page compare?

The chart compares EQUITABLE TRUST CO's quarterly TDOC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EQUITABLE TRUST CO time their TDOC position?

Based on 13F filing dates vs. subsequent TDOC price moves, EQUITABLE TRUST CO correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on TDOC relative to SPY over the holding period was -55.6%.

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