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Disclosery

Equitable Holdings, Inc.: IDU position timeline

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

Equitable Holdings, Inc. held 30,881 IDU 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 30,881 shares
    Change vs previous 13F -1,500 shares

    0.02% of the 13F portfolio, value $3,539,230.

    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 32,381 shares
    Change vs previous 13F -15,277 shares

    0.02% of the 13F portfolio, value $3,508,805.

    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 47,658 shares
    Change vs previous 13F +8,806 shares

    0.04% of the 13F portfolio, value $5,164,221.

    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 38,852 shares
    Change vs previous 13F +24,877 shares

    0.03% of the 13F portfolio, value $4,308,687.

    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 13,975 shares
    Change vs previous 13F +4,215 shares

    0.01% of the 13F portfolio, value $1,461,366.

    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 9,760 shares
    Change vs previous 13F +1,260 shares

    0.01% of the 13F portfolio, value $989,859.

    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 8,500 shares
    Change vs previous 13F +1,538 shares

    0.01% of the 13F portfolio, value $817,785.

    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 6,962 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $710,263.

    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).