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
- period ended2026-06-3013F 54,253 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 54,825 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 54,890 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 58,113 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 36,610 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 36,133 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,507 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 28,018 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).