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Equitable Holdings, Inc.: IWP position timeline

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

Equitable Holdings, Inc. held 461,131 IWP 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 461,131 shares
    Change vs previous 13F -94,031 shares

    0.4% of the 13F portfolio, value $67,514,240.

    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 555,162 shares
    Change vs previous 13F +15,119 shares

    0.02% of the 13F portfolio, value $2,991,165.

    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 540,043 shares
    Change vs previous 13F +24,366 shares

    0.51% of the 13F portfolio, value $73,953,489.

    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 515,677 shares
    Change vs previous 13F +6,229 shares

    0.54% of the 13F portfolio, value $73,437,561.

    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 509,448 shares
    Change vs previous 13F +1,613 shares

    0.58% of the 13F portfolio, value $70,650,248.

    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 507,835 shares
    Change vs previous 13F -45,483 shares

    0.57% of the 13F portfolio, value $59,665,534.

    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 553,318 shares
    Change vs previous 13F -56,714 shares

    0.67% of the 13F portfolio, value $70,133,057.

    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 610,032 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $71,550,653.

    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).