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Disclosery

Equitable Holdings, Inc.: MTUM position timeline

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

Equitable Holdings, Inc. held 41,863 MTUM 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 41,863 shares
    Change vs previous 13F -9,089 shares

    0.09% of the 13F portfolio, value $14,351,862.

    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 50,952 shares
    Change vs previous 13F +6,293 shares

    0.08% of the 13F portfolio, value $12,752,603.

    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 44,659 shares
    Change vs previous 13F +11,969 shares

    0.08% of the 13F portfolio, value $11,178,594.

    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 32,690 shares
    Change vs previous 13F -5,765 shares

    0.06% of the 13F portfolio, value $8,383,351.

    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 38,455 shares
    Change vs previous 13F +10,551 shares

    0.08% of the 13F portfolio, value $9,241,506.

    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 27,904 shares
    Change vs previous 13F +5,396 shares

    0.05% of the 13F portfolio, value $5,640,236.

    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 22,508 shares
    Change vs previous 13F +18,383 shares

    0.04% of the 13F portfolio, value $4,657,355.

    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 4,125 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $836,385.

    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).