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Disclosery

Equitable Holdings, Inc.: IWM position timeline

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

Equitable Holdings, Inc. held 141,621 IWM 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 141,621 shares
    Change vs previous 13F -18,147 shares

    0.25% of the 13F portfolio, value $42,550,073.

    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 159,768 shares
    Change vs previous 13F +5,279 shares

    0.05% of the 13F portfolio, value $8,017,814.

    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 154,489 shares
    Change vs previous 13F +35,245 shares

    0.26% of the 13F portfolio, value $38,029,012.

    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 119,244 shares
    Change vs previous 13F +5,407 shares

    0.21% of the 13F portfolio, value $28,852,278.

    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 113,837 shares
    Change vs previous 13F +10,419 shares

    0.2% of the 13F portfolio, value $24,564,886.

    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 103,418 shares
    Change vs previous 13F -4,949 shares

    0.2% of the 13F portfolio, value $20,630,857.

    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 108,367 shares
    Change vs previous 13F -19,372 shares

    0.23% of the 13F portfolio, value $23,944,772.

    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 127,739 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $28,216,267.

    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).