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Disclosery

Equitable Holdings, Inc.: PTY position timeline

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

Equitable Holdings, Inc. held 553,112 PTY 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 553,112 shares
    Change vs previous 13F +4,641 shares

    0.04% of the 13F portfolio, value $6,653,938.

    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 548,471 shares
    Change vs previous 13F +99,549 shares

    0.05% of the 13F portfolio, value $7,075,276.

    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 448,922 shares
    Change vs previous 13F +125,404 shares

    0.04% of the 13F portfolio, value $5,791,094.

    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 323,518 shares
    Change vs previous 13F +84,118 shares

    0.03% of the 13F portfolio, value $4,671,600.

    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 239,400 shares
    Change vs previous 13F +84,427 shares

    0.03% of the 13F portfolio, value $3,330,054.

    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 154,973 shares
    Change vs previous 13F +56,085 shares

    0.02% of the 13F portfolio, value $2,240,910.

    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 98,888 shares
    Change vs previous 13F +16,433 shares

    0.01% of the 13F portfolio, value $1,421,021.

    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 82,455 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,186,527.

    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).