Position in EQH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,124
+$636 QoQ
Shares Held
94
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#424
of 479 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EQH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026IAG Wealth Partners, LLC holds $98,174 across 6 Asset Management names. EQH ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
1,000 | $40,230 | |
| 2 | ZTR |
Virtus Total Return Fund Inc.
|
3,677 | $25,113 | |
| 3 | MAIN |
Main Street Capital CORP
|
300 | $15,564 | |
| 4 | BX |
Blackstone Inc.
|
100 | $11,767 | |
| 5 | EQH |
Equitable Holdings, Inc.
This page
|
94 | $4,124 | |
| 6 | AMP |
Ameriprise Financial Inc
|
3 | $1,376 |
All Filings in EQH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,124 | 94 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,488 | 94 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,479 | 94 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,773 | 94 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,273 | 94 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,896 | 94 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $6,792 | 144 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,052 | 144 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,883 | 144 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||