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Disclosery

Equitable Holdings, Inc.: IWY position timeline

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

Equitable Holdings, Inc. held 50,483 IWY 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 50,483 shares
    Change vs previous 13F -6,348 shares

    0.09% of the 13F portfolio, value $14,671,232.

    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 56,831 shares
    Change vs previous 13F -6,921 shares

    0.1% of the 13F portfolio, value $15,738,777.

    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 63,752 shares
    Change vs previous 13F +6,157 shares

    0.12% of the 13F portfolio, value $17,655,479.

    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 57,595 shares
    Change vs previous 13F +2,270 shares

    0.12% of the 13F portfolio, value $15,760,872.

    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 55,325 shares
    Change vs previous 13F -1,460 shares

    0.11% of the 13F portfolio, value $13,638,166.

    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 56,785 shares
    Change vs previous 13F -97,206 shares

    0.11% of the 13F portfolio, value $11,978,228.

    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 153,991 shares
    Change vs previous 13F -25,892 shares

    0.34% of the 13F portfolio, value $36,229,463.

    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 179,883 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $39,583,254.

    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).