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Equitable Holdings, Inc.: UTWO position timeline

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

Equitable Holdings, Inc. held 5,568 UTWO 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 5,568 shares
    Change vs previous 13F +28 shares

    <0.01% of the 13F portfolio, value $267,037.

    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 5,540 shares
    Change vs previous 13F +415 shares

    <0.01% of the 13F portfolio, value $269,050.

    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 5,125 shares
    Change vs previous 13F -104 shares

    <0.01% of the 13F portfolio, value $248,896.

    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 5,229 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $253,946.

    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 5,228 shares
    Change vs previous 13F -24 shares

    <0.01% of the 13F portfolio, value $253,767.

    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 5,252 shares
    Change vs previous 13F -5,347 shares

    <0.01% of the 13F portfolio, value $254,564.

    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 10,599 shares
    Change vs previous 13F -7,330 shares

    <0.01% of the 13F portfolio, value $509,422.

    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 17,929 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $874,128.

    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).