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Equitable Holdings, Inc.: USFR position timeline

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

Equitable Holdings, Inc. held 170,512 USFR 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 170,512 shares
    Change vs previous 13F -8,328 shares

    0.05% of the 13F portfolio, value $8,585,267.

    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 178,840 shares
    Change vs previous 13F -14,425 shares

    0.06% of the 13F portfolio, value $8,999,253.

    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 193,265 shares
    Change vs previous 13F -18,860 shares

    0.07% of the 13F portfolio, value $9,725,095.

    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 212,125 shares
    Change vs previous 13F -2,495 shares

    0.08% of the 13F portfolio, value $10,663,524.

    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 214,620 shares
    Change vs previous 13F +15,503 shares

    0.09% of the 13F portfolio, value $10,797,532.

    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 199,117 shares
    Change vs previous 13F -29,723 shares

    0.1% of the 13F portfolio, value $10,021,559.

    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 228,840 shares
    Change vs previous 13F +4,111 shares

    0.11% of the 13F portfolio, value $11,515,229.

    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 224,729 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,285,890.

    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).