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BTC Capital Management, Inc.: EQH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BTC Capital Management, Inc. on EQH, newest first. How the timeline and the estimate are built.

BTC Capital Management, Inc. held 110,081 EQH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,081 shares
    Change vs previous 13F +3,292 shares

    0.29% of the 13F portfolio, value $4,830,355.

    13F-HR 0001611848-26-000009 filed by BTC Capital Management, 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 106,789 shares
    Change vs previous 13F +34,237 shares

    0.27% of the 13F portfolio, value $3,961,870.

    13F-HR 0001611848-26-000007 filed by BTC Capital Management, 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 72,552 shares
    Change vs previous 13F -1,126 shares

    0.24% of the 13F portfolio, value $3,454,242.

    13F-HR 0001611848-26-000003 filed by BTC Capital Management, 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 73,678 shares
    Change vs previous 13F +3,562 shares

    0.26% of the 13F portfolio, value $3,739,746.

    13F-HR 0001611848-25-000008 filed by BTC Capital Management, 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 70,116 shares
    Change vs previous 13F +3,899 shares

    0.32% of the 13F portfolio, value $3,883,584.

    13F-HR 0001085146-25-003740 filed by BTC Capital Management, 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 66,217 shares
    Change vs previous 13F +11,202 shares

    0.32% of the 13F portfolio, value $3,449,243.

    13F-HR 0001085146-25-001923 filed by BTC Capital Management, 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 55,015 shares
    Change vs previous 13F -5,630 shares

    0.24% of the 13F portfolio, value $2,595,061.

    13F-HR 0001085146-25-000440 filed by BTC Capital Management, 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 60,645 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,548,911.

    13F-HR 0001085146-24-005019 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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