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Equitable Holdings, Inc.: EFIV position timeline

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

Equitable Holdings, Inc. held 54,253 EFIV 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 54,253 shares
    Change vs previous 13F -572 shares

    0.02% of the 13F portfolio, value $3,956,695.

    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 54,825 shares
    Change vs previous 13F -65 shares

    0.02% of the 13F portfolio, value $3,626,674.

    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 54,890 shares
    Change vs previous 13F -3,223 shares

    0.02% of the 13F portfolio, value $3,630,974.

    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 58,113 shares
    Change vs previous 13F +21,503 shares

    0.03% of the 13F portfolio, value $3,695,406.

    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 36,610 shares
    Change vs previous 13F +477 shares

    0.02% of the 13F portfolio, value $2,143,516.

    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 36,133 shares
    Change vs previous 13F +7,626 shares

    0.02% of the 13F portfolio, value $1,933,116.

    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 28,507 shares
    Change vs previous 13F +489 shares

    0.02% of the 13F portfolio, value $1,610,075.

    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 28,018 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,562,284.

    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).