Equitable Holdings shares owned by Ellsworth Advisors
Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by Ellsworth Advisors
from 13F filings
Historical chart of Ellsworth Advisors investment in Equitable Holdings
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Quarterly reported holdings in Equitable Holdings by Ellsworth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.1M | 38k | 56.10 |
| 2025-03-31 | $2.1M | 40k | 52.09 |
| 2024-12-31 | $1.8M | 39k | 47.17 |
| 2024-09-30 | $1.5M | 36k | 42.03 |
| 2024-06-30 | $1.3M | 32k | 40.86 |
| 2024-03-31 | $1.0M | 28k | 36.50 |
| 2023-12-31 | $894k | 27k | 33.30 |
| 2022-12-31 | $425k | 14k | 30.32 |
| 2022-09-30 | $260k | 9.9k | 26.33 |
| 2022-06-30 | $235k | 9.0k | 26.10 |