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Disclosery

Equitable Holdings, Inc.: IWD position timeline

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

Equitable Holdings, Inc. held 140,095 IWD 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 140,095 shares
    Change vs previous 13F -203,536 shares

    0.2% of the 13F portfolio, value $33,963,263.

    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 343,631 shares
    Change vs previous 13F -18,807 shares

    0.56% of the 13F portfolio, value $86,983,262.

    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 362,438 shares
    Change vs previous 13F +10,357 shares

    0.52% of the 13F portfolio, value $76,235,209.

    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 352,081 shares
    Change vs previous 13F +20,132 shares

    0.53% of the 13F portfolio, value $71,680,171.

    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 331,949 shares
    Change vs previous 13F -70,264 shares

    0.53% of the 13F portfolio, value $64,474,454.

    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 402,213 shares
    Change vs previous 13F +11,352 shares

    0.72% of the 13F portfolio, value $75,680,398.

    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 390,861 shares
    Change vs previous 13F -16,758 shares

    0.69% of the 13F portfolio, value $72,360,096.

    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 407,619 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $77,366,086.

    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).