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Equitable Holdings, Inc.: IVV position timeline

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

Equitable Holdings, Inc. held 517,971 IVV 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 517,971 shares
    Change vs previous 13F -131,030 shares

    2.32% of the 13F portfolio, value $387,903,570.

    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 649,001 shares
    Change vs previous 13F +4,110 shares

    1.41% of the 13F portfolio, value $218,482,327.

    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 644,891 shares
    Change vs previous 13F -557 shares

    3.02% of the 13F portfolio, value $441,711,642.

    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 645,448 shares
    Change vs previous 13F +21,136 shares

    3.18% of the 13F portfolio, value $431,998,347.

    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 624,312 shares
    Change vs previous 13F +168 shares

    3.2% of the 13F portfolio, value $387,635,321.

    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 624,144 shares
    Change vs previous 13F +37,476 shares

    3.33% of the 13F portfolio, value $350,706,514.

    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 586,668 shares
    Change vs previous 13F +6,878 shares

    3.29% of the 13F portfolio, value $345,359,718.

    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 579,790 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $334,434,468.

    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).