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
- period ended2026-06-3013F 72,238 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 58,123 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 67,795 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 62,203 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 49,361 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 44,093 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 38,812 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 54,468 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).