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Disclosery

Equitable Holdings, Inc.: IVZ position timeline

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

Equitable Holdings, Inc. held 40,348 IVZ 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 40,348 shares
    Change vs previous 13F -1,119 shares

    0.01% of the 13F portfolio, value $1,064,780.

    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 41,467 shares
    Change vs previous 13F +11,817 shares

    0.01% of the 13F portfolio, value $1,065,335.

    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 29,650 shares
    Change vs previous 13F -500 shares

    0.01% of the 13F portfolio, value $778,906.

    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 30,150 shares
    Change vs previous 13F -7,898 shares

    0.01% of the 13F portfolio, value $691,641.

    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 38,048 shares
    Change vs previous 13F +12,439 shares

    <0.01% of the 13F portfolio, value $600,017.

    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 25,609 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $388,489.

    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 25,622 shares
    Change vs previous 13F -1,158 shares

    <0.01% of the 13F portfolio, value $447,873.

    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 26,780 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $470,257.

    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).