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Disclosery

Equitable Holdings, Inc.: IWR position timeline

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

Equitable Holdings, Inc. held 226,060 IWR 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 226,060 shares
    Change vs previous 13F +2,641 shares

    0.15% of the 13F portfolio, value $24,938,894.

    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 223,419 shares
    Change vs previous 13F +14,595 shares

    0.01% of the 13F portfolio, value $1,579,859.

    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 208,824 shares
    Change vs previous 13F +26,908 shares

    0.14% of the 13F portfolio, value $20,103,486.

    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 181,916 shares
    Change vs previous 13F +5,449 shares

    0.13% of the 13F portfolio, value $17,563,990.

    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 176,467 shares
    Change vs previous 13F +40,895 shares

    0.13% of the 13F portfolio, value $16,229,670.

    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 135,572 shares
    Change vs previous 13F +28,252 shares

    0.11% of the 13F portfolio, value $11,533,110.

    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 107,320 shares
    Change vs previous 13F +3,396 shares

    0.09% of the 13F portfolio, value $9,487,088.

    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 103,924 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,159,862.

    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).