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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

  1. period ended2026-06-30
    13F 113,209 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 116,114 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 130,723 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 128,100 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 117,856 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 128,923 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 115,922 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 94,806 shares
    Change 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), ingested

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