Equitable Holdings, Inc.: EPI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Equitable Holdings, Inc. on EPI, newest first. How the timeline and the estimate are built.
Equitable Holdings, Inc. held 107,191 EPI shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 107,191 sharesChange vs previous 13F -10,138 shares
0.03% of the 13F portfolio, value $4,585,628.
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 117,329 sharesChange vs previous 13F -8,171 shares
0.03% of the 13F portfolio, value $5,431,159.
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 125,500 sharesChange vs previous 13F +18,354 shares
0.04% of the 13F portfolio, value $5,809,395.
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 107,146 sharesChange vs previous 13F +12,791 shares
0.03% of the 13F portfolio, value $4,735,853.
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 94,355 sharesChange vs previous 13F +43,205 shares
0.04% of the 13F portfolio, value $4,479,032.
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 51,150 sharesChange vs previous 13F -36,772 shares
0.02% of the 13F portfolio, value $2,235,767.
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 87,922 sharesChange vs previous 13F -52,991 shares
0.04% of the 13F portfolio, value $3,980,229.
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 140,913 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $7,110,470.
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).