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Disclosery

Equitable Holdings, Inc.: SHV position timeline

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

Equitable Holdings, Inc. held 118,070 SHV 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 118,070 shares
    Change vs previous 13F -20,225 shares

    0.08% of the 13F portfolio, value $13,028,985.

    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 138,295 shares
    Change vs previous 13F +79,474 shares

    0.1% of the 13F portfolio, value $15,249,490.

    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 58,821 shares
    Change vs previous 13F +14,065 shares

    0.04% of the 13F portfolio, value $6,479,133.

    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 44,756 shares
    Change vs previous 13F +17,711 shares

    0.04% of the 13F portfolio, value $4,945,090.

    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 27,045 shares
    Change vs previous 13F +5,342 shares

    0.02% of the 13F portfolio, value $2,986,309.

    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 21,703 shares
    Change vs previous 13F -6,203 shares

    0.02% of the 13F portfolio, value $2,397,313.

    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 27,906 shares
    Change vs previous 13F +15,498 shares

    0.03% of the 13F portfolio, value $3,072,730.

    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 12,408 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,372,697.

    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).