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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

  1. period ended2026-06-30
    13F 78,933 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 85,136 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 55,027 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 49,568 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 45,533 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 62,752 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 53,608 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 51,006 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).