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Disclosery

Equitable Holdings, Inc.: IVW position timeline

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

Equitable Holdings, Inc. held 333,125 IVW 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 333,125 shares
    Change vs previous 13F +57,353 shares

    0.27% of the 13F portfolio, value $45,814,736.

    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 275,772 shares
    Change vs previous 13F +156 shares

    0.22% of the 13F portfolio, value $33,942,994.

    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 275,616 shares
    Change vs previous 13F +59,034 shares

    0.23% of the 13F portfolio, value $33,972,428.

    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 216,582 shares
    Change vs previous 13F +40,545 shares

    0.19% of the 13F portfolio, value $26,145,779.

    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 176,037 shares
    Change vs previous 13F -48,291 shares

    0.16% of the 13F portfolio, value $19,381,674.

    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 224,328 shares
    Change vs previous 13F +64,153 shares

    0.2% of the 13F portfolio, value $20,824,368.

    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 160,175 shares
    Change vs previous 13F -116,102 shares

    0.15% of the 13F portfolio, value $16,262,568.

    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 276,277 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $26,453,523.

    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).