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Equitable Holdings, Inc.: CEF position timeline

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

Equitable Holdings, Inc. held 56,677 CEF 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 56,677 shares
    Change vs previous 13F +1,107 shares

    0.01% of the 13F portfolio, value $2,280,116.

    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 55,570 shares
    Change vs previous 13F -10,801 shares

    0.02% of the 13F portfolio, value $2,546,834.

    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 66,371 shares
    Change vs previous 13F +5,850 shares

    0.02% of the 13F portfolio, value $3,039,792.

    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 60,521 shares
    Change vs previous 13F +9,205 shares

    0.02% of the 13F portfolio, value $2,220,515.

    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 51,316 shares
    Change vs previous 13F +7,410 shares

    0.01% of the 13F portfolio, value $1,544,612.

    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 43,906 shares
    Change vs previous 13F +32,184 shares

    0.01% of the 13F portfolio, value $1,247,369.

    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 11,722 shares
    Change vs previous 13F -74,614 shares

    <0.01% of the 13F portfolio, value $278,515.

    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 86,336 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,114,369.

    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).