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Disclosery

Equitable Holdings, Inc.: SHM position timeline

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

Equitable Holdings, Inc. held 40,653 SHM 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 40,653 shares
    Change vs previous 13F +1,404 shares

    0.01% of the 13F portfolio, value $1,949,914.

    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 39,249 shares
    Change vs previous 13F +1,184 shares

    0.01% of the 13F portfolio, value $1,883,545.

    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 38,065 shares
    Change vs previous 13F +4,040 shares

    0.01% of the 13F portfolio, value $1,826,739.

    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 34,025 shares
    Change vs previous 13F +969 shares

    0.01% of the 13F portfolio, value $1,640,686.

    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 33,056 shares
    Change vs previous 13F +11,301 shares

    0.01% of the 13F portfolio, value $1,581,068.

    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 21,755 shares
    Change vs previous 13F -3,342 shares

    0.01% of the 13F portfolio, value $1,035,538.

    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 25,097 shares
    Change vs previous 13F +1,018 shares

    0.01% of the 13F portfolio, value $1,189,347.

    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 24,079 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,159,163.

    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).