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Equitable Holdings, Inc.: SMLF position timeline

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

Equitable Holdings, Inc. held 63,104 SMLF 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 63,104 shares
    Change vs previous 13F -5,119 shares

    0.03% of the 13F portfolio, value $5,625,127.

    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 68,223 shares
    Change vs previous 13F +6,298 shares

    0.03% of the 13F portfolio, value $5,108,538.

    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 61,925 shares
    Change vs previous 13F +4,110 shares

    0.03% of the 13F portfolio, value $4,636,944.

    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 57,815 shares
    Change vs previous 13F +3,417 shares

    0.03% of the 13F portfolio, value $4,298,545.

    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 54,398 shares
    Change vs previous 13F +4,233 shares

    0.03% of the 13F portfolio, value $3,696,344.

    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 50,165 shares
    Change vs previous 13F -1,734 shares

    0.03% of the 13F portfolio, value $3,118,256.

    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 51,899 shares
    Change vs previous 13F -5,149 shares

    0.03% of the 13F portfolio, value $3,503,183.

    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 57,048 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,785,135.

    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).