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Disclosery

Equitable Holdings, Inc.: IVLU position timeline

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

Equitable Holdings, Inc. held 67,874 IVLU 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 67,874 shares
    Change vs previous 13F +873 shares

    0.02% of the 13F portfolio, value $2,838,499.

    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 67,001 shares
    Change vs previous 13F -788 shares

    0.02% of the 13F portfolio, value $2,549,388.

    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 67,789 shares
    Change vs previous 13F -306 shares

    0.02% of the 13F portfolio, value $2,579,371.

    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 68,095 shares
    Change vs previous 13F +6,009 shares

    0.02% of the 13F portfolio, value $2,416,011.

    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 62,086 shares
    Change vs previous 13F +37,381 shares

    0.02% of the 13F portfolio, value $2,042,009.

    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 24,705 shares
    Change vs previous 13F -288 shares

    0.01% of the 13F portfolio, value $748,809.

    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 24,993 shares
    Change vs previous 13F -987 shares

    0.01% of the 13F portfolio, value $677,560.

    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 25,980 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $767,189.

    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).