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Disclosery

Equitable Holdings, Inc.: XLU position timeline

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

Equitable Holdings, Inc. held 572,951 XLU 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 572,951 shares
    Change vs previous 13F -82,157 shares

    0.16% of the 13F portfolio, value $25,977,606.

    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 655,108 shares
    Change vs previous 13F +38,504 shares

    0.18% of the 13F portfolio, value $28,078,631.

    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 616,604 shares
    Change vs previous 13F +367,244 shares

    0.18% of the 13F portfolio, value $26,322,825.

    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 249,360 shares
    Change vs previous 13F +13,686 shares

    0.16% of the 13F portfolio, value $21,746,686.

    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 235,674 shares
    Change vs previous 13F +29,538 shares

    0.16% of the 13F portfolio, value $19,245,139.

    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 206,136 shares
    Change vs previous 13F +18,770 shares

    0.15% of the 13F portfolio, value $16,253,824.

    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 187,366 shares
    Change vs previous 13F +14,182 shares

    0.13% of the 13F portfolio, value $14,181,733.

    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 173,184 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $13,989,804.

    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).