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Disclosery

Equitable Holdings, Inc.: FEZ position timeline

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

Equitable Holdings, Inc. held 66,461 FEZ 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 66,461 shares
    Change vs previous 13F -9,153 shares

    0.03% of the 13F portfolio, value $4,564,509.

    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 75,614 shares
    Change vs previous 13F -69,828 shares

    0.03% of the 13F portfolio, value $4,868,785.

    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 145,442 shares
    Change vs previous 13F +35,651 shares

    0.06% of the 13F portfolio, value $9,365,010.

    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 109,791 shares
    Change vs previous 13F +31,346 shares

    0.05% of the 13F portfolio, value $6,820,217.

    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 78,445 shares
    Change vs previous 13F +31,878 shares

    0.04% of the 13F portfolio, value $4,685,520.

    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 46,567 shares
    Change vs previous 13F +32,389 shares

    0.02% of the 13F portfolio, value $2,533,710.

    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 14,178 shares
    Change vs previous 13F -1,981 shares

    0.01% of the 13F portfolio, value $682,671.

    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 16,159 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $860,305.

    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).