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BALASA DINVERNO & FOLTZ LLC: EQH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALASA DINVERNO & FOLTZ LLC on EQH, newest first. How the timeline and the estimate are built.

BALASA DINVERNO & FOLTZ LLC held 65,040 EQH shares at 2022-09-30 per its 13F-HR filed 2022-10-25.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 65,040 shares
    Change vs previous 13F +13,315 shares

    0.11% of the 13F portfolio, value $1,714,000.

    13F-HR 0001308757-22-000009 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-06-30
    13F 51,725 shares
    Change vs previous 13F -441 shares

    0.08% of the 13F portfolio, value $1,348,000.

    13F-HR 0001308757-22-000008 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-03-31
    13F 52,166 shares
    Change vs previous 13F -3,078 shares

    0.11% of the 13F portfolio, value $1,612,000.

    13F-HR 0001308757-22-000003 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-12-31
    13F 55,244 shares
    Change vs previous 13F -750 shares

    0.12% of the 13F portfolio, value $1,811,000.

    13F-HR 0001308757-22-000001 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-09-30
    13F 55,994 shares
    Change vs previous 13F -5,040 shares

    0.12% of the 13F portfolio, value $1,660,000.

    13F-HR 0001308757-21-000006 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-06-30
    13F 61,034 shares
    Change vs previous 13F -2,737 shares

    0.13% of the 13F portfolio, value $1,858,000.

    13F-HR 0001308757-21-000005 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-03-31
    13F 63,771 shares
    Change vs previous 13F -2,582 shares

    0.17% of the 13F portfolio, value $2,080,000.

    13F-HR 0001308757-21-000004 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-12-31
    13F 66,353 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,698,000.

    13F-HR 0001308757-21-000003 filed by BALASA DINVERNO & FOLTZ LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).