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Disclosery

Equitable Holdings, Inc.: IUSV position timeline

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

Equitable Holdings, Inc. held 264,252 IUSV 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 264,252 shares
    Change vs previous 13F -66,975 shares

    0.17% of the 13F portfolio, value $29,107,354.

    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 331,227 shares
    Change vs previous 13F +100,206 shares

    0.1% of the 13F portfolio, value $16,109,261.

    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 231,021 shares
    Change vs previous 13F +20,440 shares

    0.16% of the 13F portfolio, value $23,688,893.

    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 210,581 shares
    Change vs previous 13F +14,162 shares

    0.15% of the 13F portfolio, value $21,047,571.

    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 196,419 shares
    Change vs previous 13F +2,479 shares

    0.15% of the 13F portfolio, value $18,587,130.

    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 193,940 shares
    Change vs previous 13F +10,359 shares

    0.17% of the 13F portfolio, value $17,898,723.

    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 183,581 shares
    Change vs previous 13F -26,491 shares

    0.16% of the 13F portfolio, value $16,997,765.

    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 210,072 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $20,059,775.

    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).