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Disclosery

Equitable Holdings, Inc.: WSFS position timeline

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

Equitable Holdings, Inc. held 10,274 WSFS 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 10,274 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $788,331.

    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 10,250 shares
    Change vs previous 13F -1,112 shares

    <0.01% of the 13F portfolio, value $566,210.

    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 ended2024-09-30
    13F 11,362 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $579,348.

    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).