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Disclosery

Equitable Holdings, Inc.: UITB position timeline

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

Equitable Holdings, Inc. held 65,500 UITB 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 65,500 shares
    Change vs previous 13F +23,815 shares

    0.02% of the 13F portfolio, value $3,067,893.

    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 41,685 shares
    Change vs previous 13F +12,576 shares

    0.01% of the 13F portfolio, value $1,973,981.

    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 29,109 shares
    Change vs previous 13F +14,585 shares

    0.01% of the 13F portfolio, value $1,378,448.

    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 14,524 shares
    Change vs previous 13F +4,314 shares

    0.01% of the 13F portfolio, value $690,180.

    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 10,210 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $480,585.

    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).