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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

  1. period ended2026-06-30
    13F 107,191 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 117,329 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 125,500 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 107,146 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 94,355 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 51,150 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 87,922 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 140,913 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).