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
- period ended2026-06-3013F 56,677 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 55,570 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 66,371 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 60,521 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 51,316 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 43,906 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,722 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 86,336 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).