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Equitable Holdings, Inc.: UTEN position timeline

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

Equitable Holdings, Inc. held 875,442 UTEN 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 875,442 shares
    Change vs previous 13F +30,281 shares

    0.23% of the 13F portfolio, value $37,818,282.

    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 845,161 shares
    Change vs previous 13F +146,887 shares

    0.24% of the 13F portfolio, value $37,233,314.

    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 698,274 shares
    Change vs previous 13F +22,878 shares

    0.21% of the 13F portfolio, value $30,762,252.

    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 675,396 shares
    Change vs previous 13F +37,827 shares

    0.22% of the 13F portfolio, value $29,866,011.

    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 637,569 shares
    Change vs previous 13F -124,071 shares

    0.23% of the 13F portfolio, value $27,989,279.

    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 761,640 shares
    Change vs previous 13F +19,784 shares

    0.32% of the 13F portfolio, value $33,442,241.

    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 741,856 shares
    Change vs previous 13F +166,389 shares

    0.3% of the 13F portfolio, value $31,590,083.

    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 575,467 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $26,154,975.

    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).