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Disclosery

Equitable Holdings, Inc.: IWV position timeline

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

Equitable Holdings, Inc. held 12,133 IWV 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 12,133 shares
    Change vs previous 13F +764 shares

    0.03% of the 13F portfolio, value $5,173,584.

    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 11,369 shares
    Change vs previous 13F +668 shares

    0.03% of the 13F portfolio, value $4,396,494.

    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 10,701 shares
    Change vs previous 13F +308 shares

    0.03% of the 13F portfolio, value $4,139,682.

    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 10,393 shares
    Change vs previous 13F +80 shares

    0.03% of the 13F portfolio, value $3,938,323.

    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 10,313 shares
    Change vs previous 13F +611 shares

    0.03% of the 13F portfolio, value $3,619,863.

    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 9,702 shares
    Change vs previous 13F -649 shares

    0.03% of the 13F portfolio, value $3,081,743.

    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 10,351 shares
    Change vs previous 13F +1,467 shares

    0.03% of the 13F portfolio, value $3,459,822.

    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 8,884 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,902,669.

    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).