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Disclosery

M.D. Sass, LLC: EQH position timeline

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

M.D. Sass, LLC held 0 EQH shares at 2025-12-31 per its 13F-HR filed 2026-02-10.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -93,773 shares

    13F-HR 0001172661-26-000587 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 93,773 shares
    Change vs previous 13F -18,650 shares

    0.39% of the 13F portfolio, value $4,761,793.

    13F-HR 0001172661-25-004587 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 112,423 shares
    Change vs previous 13F -586,641 shares

    0.51% of the 13F portfolio, value $6,306,930.

    13F-HR 0001172661-25-003127 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 699,064 shares
    Change vs previous 13F +155,196 shares

    3.21% of the 13F portfolio, value $36,414,226.

    13F-HR 0001172661-25-001624 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 543,868 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $25,654,254.

    13F-HR 0001172661-25-000668 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

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