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Disclosery

Equitable Holdings, Inc.: OUNZ position timeline

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

Equitable Holdings, Inc. held 72,914 OUNZ 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 72,914 shares
    Change vs previous 13F -26,390 shares

    0.02% of the 13F portfolio, value $2,813,751.

    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 99,304 shares
    Change vs previous 13F +14,285 shares

    0.03% of the 13F portfolio, value $4,133,142.

    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 85,019 shares
    Change vs previous 13F +33,889 shares

    0.02% of the 13F portfolio, value $3,526,588.

    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 51,130 shares
    Change vs previous 13F -23,373 shares

    0.01% of the 13F portfolio, value $1,901,525.

    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 74,503 shares
    Change vs previous 13F +58,744 shares

    0.02% of the 13F portfolio, value $2,375,901.

    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 15,759 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $474,976.

    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).