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Disclosery

Equitable Holdings, Inc.: USMV position timeline

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

Equitable Holdings, Inc. held 175,596 USMV 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 175,596 shares
    Change vs previous 13F -16,203 shares

    0.1% of the 13F portfolio, value $16,937,975.

    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 191,799 shares
    Change vs previous 13F -10,300 shares

    0.12% of the 13F portfolio, value $18,059,369.

    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 202,099 shares
    Change vs previous 13F +26,423 shares

    0.13% of the 13F portfolio, value $19,029,642.

    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 175,676 shares
    Change vs previous 13F +287 shares

    0.12% of the 13F portfolio, value $16,713,815.

    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 175,389 shares
    Change vs previous 13F -15,448 shares

    0.14% of the 13F portfolio, value $16,463,765.

    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 190,837 shares
    Change vs previous 13F -198,992 shares

    0.17% of the 13F portfolio, value $17,873,793.

    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 389,829 shares
    Change vs previous 13F +6,189 shares

    0.33% of the 13F portfolio, value $34,612,917.

    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 383,640 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $35,030,169.

    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).