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Disclosery

Equitable Holdings, Inc.: HELO position timeline

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

Equitable Holdings, Inc. held 53,583 HELO 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 53,583 shares
    Change vs previous 13F +6,971 shares

    0.02% of the 13F portfolio, value $3,621,131.

    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 46,612 shares
    Change vs previous 13F +10,575 shares

    0.02% of the 13F portfolio, value $3,096,435.

    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 36,037 shares
    Change vs previous 13F -45,566 shares

    0.02% of the 13F portfolio, value $2,393,938.

    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 81,603 shares
    Change vs previous 13F -1,086 shares

    0.04% of the 13F portfolio, value $5,304,195.

    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 82,689 shares
    Change vs previous 13F +3,276 shares

    0.04% of the 13F portfolio, value $5,174,678.

    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 79,413 shares
    Change vs previous 13F +72,315 shares

    0.04% of the 13F portfolio, value $4,739,368.

    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 7,098 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $440,360.

    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).