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Disclosery

Equitable Holdings, Inc.: UTG position timeline

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

Equitable Holdings, Inc. held 14,484 UTG 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 14,484 shares
    Change vs previous 13F -3,745 shares

    <0.01% of the 13F portfolio, value $589,768.

    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 18,229 shares
    Change vs previous 13F +3,336 shares

    <0.01% of the 13F portfolio, value $666,817.

    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 14,893 shares
    Change vs previous 13F +2,552 shares

    <0.01% of the 13F portfolio, value $544,786.

    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 12,341 shares
    Change vs previous 13F +630 shares

    <0.01% of the 13F portfolio, value $488,950.

    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 11,711 shares
    Change vs previous 13F +785 shares

    <0.01% of the 13F portfolio, value $423,704.

    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 10,926 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $355,532.

    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).