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Equitable Holdings, Inc.: SMH position timeline

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

Equitable Holdings, Inc. held 72,238 SMH 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 72,238 shares
    Change vs previous 13F +14,115 shares

    0.28% of the 13F portfolio, value $47,379,957.

    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 58,123 shares
    Change vs previous 13F -9,672 shares

    0.13% of the 13F portfolio, value $20,939,848.

    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 67,795 shares
    Change vs previous 13F +5,592 shares

    0.17% of the 13F portfolio, value $24,415,013.

    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 62,203 shares
    Change vs previous 13F +12,842 shares

    0.15% of the 13F portfolio, value $20,300,571.

    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 49,361 shares
    Change vs previous 13F +5,268 shares

    0.11% of the 13F portfolio, value $13,765,796.

    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 44,093 shares
    Change vs previous 13F +5,281 shares

    0.09% of the 13F portfolio, value $9,324,347.

    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 38,812 shares
    Change vs previous 13F -15,656 shares

    0.09% of the 13F portfolio, value $9,399,102.

    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 54,468 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $13,369,171.

    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).