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Disclosery

Equitable Holdings, Inc.: SOFI position timeline

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

Equitable Holdings, Inc. held 89,808 SOFI 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 89,808 shares
    Change vs previous 13F +16,747 shares

    0.01% of the 13F portfolio, value $1,610,257.

    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 73,061 shares
    Change vs previous 13F +10,376 shares

    0.01% of the 13F portfolio, value $1,912,737.

    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 62,685 shares
    Change vs previous 13F +37,226 shares

    0.01% of the 13F portfolio, value $1,641,093.

    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 25,459 shares
    Change vs previous 13F -5,631 shares

    <0.01% of the 13F portfolio, value $672,627.

    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 31,090 shares
    Change vs previous 13F -7,435 shares

    <0.01% of the 13F portfolio, value $566,149.

    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 38,525 shares
    Change vs previous 13F -5,064 shares

    <0.01% of the 13F portfolio, value $448,046.

    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 43,589 shares
    Change vs previous 13F -23,635 shares

    0.01% of the 13F portfolio, value $671,271.

    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 67,224 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $528,381.

    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).