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Disclosery

Equitable Holdings, Inc.: PTLC position timeline

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

Equitable Holdings, Inc. held 18,422 PTLC 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 18,422 shares
    Change vs previous 13F -1,436 shares

    0.01% of the 13F portfolio, value $1,073,287.

    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 19,858 shares
    Change vs previous 13F +440 shares

    0.01% of the 13F portfolio, value $1,103,708.

    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 19,418 shares
    Change vs previous 13F -3,973 shares

    0.01% of the 13F portfolio, value $1,079,252.

    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 23,391 shares
    Change vs previous 13F +267 shares

    0.01% of the 13F portfolio, value $1,280,891.

    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 23,124 shares
    Change vs previous 13F -3,840 shares

    0.01% of the 13F portfolio, value $1,173,774.

    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 26,964 shares
    Change vs previous 13F +1,820 shares

    0.01% of the 13F portfolio, value $1,387,298.

    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 25,144 shares
    Change vs previous 13F +4,428 shares

    0.01% of the 13F portfolio, value $1,343,695.

    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 20,716 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,088,626.

    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).