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Disclosery

Equitable Holdings, Inc.: SRE position timeline

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

Equitable Holdings, Inc. held 29,171 SRE 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 29,171 shares
    Change vs previous 13F -1,139 shares

    0.02% of the 13F portfolio, value $2,704,391.

    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 30,310 shares
    Change vs previous 13F +26,058 shares

    0.02% of the 13F portfolio, value $2,691,170.

    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 4,252 shares
    Change vs previous 13F +563 shares

    <0.01% of the 13F portfolio, value $375,409.

    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 3,689 shares
    Change vs previous 13F +97 shares

    <0.01% of the 13F portfolio, value $331,936.

    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 3,592 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $272,166.

    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 3,605 shares
    Change vs previous 13F +529 shares

    <0.01% of the 13F portfolio, value $257,253.

    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 3,076 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $269,827.

    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).