Equitable Holdings, Inc.: WM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Equitable Holdings, Inc. on WM, newest first. How the timeline and the estimate are built.
Equitable Holdings, Inc. held 27,815 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 27,815 sharesChange vs previous 13F -833 shares
0.04% of the 13F portfolio, value $6,199,406.
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 28,648 sharesChange vs previous 13F -2,178 shares
0.04% of the 13F portfolio, value $6,313,453.
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 30,826 sharesChange vs previous 13F +1,706 shares
0.05% of the 13F portfolio, value $6,772,780.
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 29,120 sharesChange vs previous 13F +4,949 shares
0.05% of the 13F portfolio, value $6,430,570.
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 24,171 sharesChange vs previous 13F +5,456 shares
0.05% of the 13F portfolio, value $5,530,808.
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 18,715 sharesChange vs previous 13F +2,783 shares
0.04% of the 13F portfolio, value $4,332,710.
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 15,932 sharesChange vs previous 13F +1,163 shares
0.03% of the 13F portfolio, value $3,214,918.
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 14,769 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $3,066,044.
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).