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Equitable Holdings, Inc.: IWB position timeline

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

Equitable Holdings, Inc. held 61,550 IWB 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 61,550 shares
    Change vs previous 13F -89,164 shares

    0.15% of the 13F portfolio, value $25,204,990.

    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 150,714 shares
    Change vs previous 13F +3,109 shares

    0.49% of the 13F portfolio, value $76,211,270.

    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 147,605 shares
    Change vs previous 13F +1,624 shares

    0.38% of the 13F portfolio, value $55,121,611.

    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 145,981 shares
    Change vs previous 13F +1,862 shares

    0.39% of the 13F portfolio, value $53,353,135.

    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 144,119 shares
    Change vs previous 13F -1,490 shares

    0.4% of the 13F portfolio, value $48,938,488.

    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 145,609 shares
    Change vs previous 13F +7,330 shares

    0.42% of the 13F portfolio, value $44,664,105.

    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 138,279 shares
    Change vs previous 13F +1,863 shares

    0.42% of the 13F portfolio, value $44,547,963.

    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 136,416 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $42,887,826.

    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).