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Disclosery

Equitable Holdings, Inc.: EFG position timeline

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

Equitable Holdings, Inc. held 108,453 EFG 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 108,453 shares
    Change vs previous 13F +8,104 shares

    0.08% of the 13F portfolio, value $13,493,759.

    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 100,349 shares
    Change vs previous 13F +35,434 shares

    0.07% of the 13F portfolio, value $11,431,639.

    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 64,915 shares
    Change vs previous 13F +13,639 shares

    0.05% of the 13F portfolio, value $7,395,117.

    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 51,276 shares
    Change vs previous 13F -14,992 shares

    0.04% of the 13F portfolio, value $5,839,311.

    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 66,268 shares
    Change vs previous 13F +1,328 shares

    0.06% of the 13F portfolio, value $7,422,016.

    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 64,940 shares
    Change vs previous 13F -8,042 shares

    0.06% of the 13F portfolio, value $6,494,000.

    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 72,982 shares
    Change vs previous 13F +1,257 shares

    0.07% of the 13F portfolio, value $7,066,847.

    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 71,725 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,721,196.

    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).