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Disclosery

FOSTER & MOTLEY INC: EQH position timeline

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

FOSTER & MOTLEY INC held 133,308 EQH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,308 shares
    Change vs previous 13F -38,263 shares

    0.27% of the 13F portfolio, value $5,850,000.

    13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 171,571 shares
    Change vs previous 13F -5,795 shares

    0.33% of the 13F portfolio, value $6,367,000.

    13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 177,366 shares
    Change vs previous 13F -5,971 shares

    0.45% of the 13F portfolio, value $8,451,000.

    13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 183,337 shares
    Change vs previous 13F +1,836 shares

    0.5% of the 13F portfolio, value $9,310,000.

    13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 181,501 shares
    Change vs previous 13F +4,632 shares

    0.59% of the 13F portfolio, value $10,182,000.

    13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 176,869 shares
    Change vs previous 13F +2,726 shares

    0.58% of the 13F portfolio, value $9,213,000.

    13F-HR 0001163902-25-000005 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 174,143 shares
    Change vs previous 13F +3,594 shares

    0.53% of the 13F portfolio, value $8,214,000.

    13F-HR 0001163902-25-000001 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 170,549 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $7,168,000.

    13F-HR 0001163902-24-000009 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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