Equitable Holdings, Inc.: WFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Equitable Holdings, Inc. on WFC, newest first. How the timeline and the estimate are built.
Equitable Holdings, Inc. held 78,933 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 78,933 sharesChange vs previous 13F -6,203 shares
0.04% of the 13F portfolio, value $6,522,982.
13F-HR 0001333986-26-000042 filed by Equitable Holdings, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 85,136 sharesChange vs previous 13F +30,109 shares
0.05% of the 13F portfolio, value $7,499,357.
13F-HR 0001333986-26-000027 filed by Equitable Holdings, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 55,027 sharesChange vs previous 13F +5,459 shares
0.04% of the 13F portfolio, value $5,128,516.
13F-HR 0001333986-26-000006 filed by Equitable Holdings, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 49,568 sharesChange vs previous 13F +4,035 shares
0.03% of the 13F portfolio, value $4,154,790.
13F-HR 0001333986-25-000070 filed by Equitable Holdings, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 45,533 sharesChange vs previous 13F -17,219 shares
0.03% of the 13F portfolio, value $3,648,104.
13F-HR 0001532155-25-000165 filed by Equitable Holdings, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 62,752 sharesChange vs previous 13F +9,144 shares
0.04% of the 13F portfolio, value $4,504,966.
13F-HR 0001532155-25-000072 filed by Equitable Holdings, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 53,608 sharesChange vs previous 13F +2,602 shares
0.04% of the 13F portfolio, value $3,765,426.
13F-HR 0001532155-25-000044 filed by Equitable Holdings, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 51,006 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $2,881,329.
13F-HR 0001532155-24-000158 filed by Equitable Holdings, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).