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Disclosery

Equitable Holdings, Inc.: EFV position timeline

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

Equitable Holdings, Inc. held 94,500 EFV 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 94,500 shares
    Change vs previous 13F -7,446 shares

    0.04% of the 13F portfolio, value $7,233,956.

    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 101,946 shares
    Change vs previous 13F +13,521 shares

    0.01% of the 13F portfolio, value $1,441,581.

    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 88,425 shares
    Change vs previous 13F +13,726 shares

    0.04% of the 13F portfolio, value $6,314,429.

    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 74,699 shares
    Change vs previous 13F +3,063 shares

    0.04% of the 13F portfolio, value $5,066,833.

    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 71,636 shares
    Change vs previous 13F +14,238 shares

    0.04% of the 13F portfolio, value $4,547,453.

    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 57,398 shares
    Change vs previous 13F +414 shares

    0.03% of the 13F portfolio, value $3,383,038.

    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 56,984 shares
    Change vs previous 13F -14,735 shares

    0.03% of the 13F portfolio, value $2,989,951.

    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 71,719 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,125,994.

    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).