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Disclosery

Equitable Holdings, Inc.: XLV position timeline

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

Equitable Holdings, Inc. held 162,794 XLV 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 162,794 shares
    Change vs previous 13F -38,247 shares

    0.15% of the 13F portfolio, value $25,828,896.

    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 201,041 shares
    Change vs previous 13F +15,376 shares

    0.2% of the 13F portfolio, value $31,003,830.

    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 185,665 shares
    Change vs previous 13F -41,210 shares

    0.2% of the 13F portfolio, value $28,740,942.

    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 226,875 shares
    Change vs previous 13F +59,041 shares

    0.23% of the 13F portfolio, value $31,574,194.

    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 167,834 shares
    Change vs previous 13F +20,258 shares

    0.19% of the 13F portfolio, value $22,622,345.

    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 147,576 shares
    Change vs previous 13F +1,731 shares

    0.2% of the 13F portfolio, value $21,547,572.

    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 145,845 shares
    Change vs previous 13F -54,674 shares

    0.19% of the 13F portfolio, value $20,063,897.

    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 200,519 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $30,883,936.

    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).