Equitable Holdings, Inc.: IOO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Equitable Holdings, Inc. on IOO, newest first. How the timeline and the estimate are built.
Equitable Holdings, Inc. held 113,209 IOO shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 113,209 sharesChange vs previous 13F -2,905 shares
0.09% of the 13F portfolio, value $15,464,311.
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 116,114 sharesChange vs previous 13F -14,609 shares
0.09% of the 13F portfolio, value $14,708,160.
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 130,723 sharesChange vs previous 13F +2,623 shares
0.11% of the 13F portfolio, value $16,558,682.
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 128,100 sharesChange vs previous 13F +10,244 shares
0.11% of the 13F portfolio, value $15,373,281.
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 117,856 sharesChange vs previous 13F -11,067 shares
0.1% of the 13F portfolio, value $12,706,055.
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 128,923 sharesChange vs previous 13F +13,001 shares
0.12% of the 13F portfolio, value $12,413,996.
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 115,922 sharesChange vs previous 13F +21,116 shares
0.11% of the 13F portfolio, value $11,681,460.
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 94,806 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $9,400,963.
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).