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Equitable Holdings, Inc.: BUFD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Equitable Holdings, Inc. on BUFD, newest first. How the timeline and the estimate are built.

Equitable Holdings, Inc. held 172,520 BUFD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,520 shares
    Change vs previous 13F +25,112 shares

    0.03% of the 13F portfolio, value $5,127,294.

    13F-HR 0001333986-26-000042 filed by Equitable Holdings, 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 147,408 shares
    Change vs previous 13F +11,432 shares

    0.03% of the 13F portfolio, value $4,162,802.

    13F-HR 0001333986-26-000027 filed by Equitable Holdings, 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 135,976 shares
    Change vs previous 13F +11,770 shares

    0.03% of the 13F portfolio, value $3,839,962.

    13F-HR 0001333986-26-000006 filed by Equitable Holdings, 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 124,206 shares
    Change vs previous 13F +43,407 shares

    0.03% of the 13F portfolio, value $3,433,054.

    13F-HR 0001333986-25-000070 filed by Equitable Holdings, 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 80,799 shares
    Change vs previous 13F +5,483 shares

    0.02% of the 13F portfolio, value $2,146,021.

    13F-HR 0001532155-25-000165 filed by Equitable Holdings, 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 75,316 shares
    Change vs previous 13F +4,395 shares

    0.02% of the 13F portfolio, value $1,879,134.

    13F-HR 0001532155-25-000072 filed by Equitable Holdings, 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 70,921 shares
    Change vs previous 13F +25,537 shares

    0.02% of the 13F portfolio, value $1,809,904.

    13F-HR 0001532155-25-000044 filed by Equitable Holdings, 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 45,384 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,136,415.

    13F-HR 0001532155-24-000158 filed by Equitable Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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