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Disclosery

IEQ CAPITAL, LLC: A position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IEQ CAPITAL, LLC on A, newest first. How the timeline and the estimate are built.

IEQ CAPITAL, LLC held 176,837 A shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,837 shares
    Change vs previous 13F -47,885 shares

    0.11% of the 13F portfolio, value $23,489,198.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, LLC
    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 224,722 shares
    Change vs previous 13F +56,055 shares

    0.12% of the 13F portfolio, value $25,613,848.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, LLC
    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 168,667 shares
    Change vs previous 13F -23,791 shares

    0.07% of the 13F portfolio, value $22,950,511.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
    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 192,458 shares
    Change vs previous 13F +34,951 shares

    0.07% of the 13F portfolio, value $24,701,910.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, LLC
    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 157,507 shares
    Change vs previous 13F +137,928 shares

    0.11% of the 13F portfolio, value $18,587,380.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, LLC
    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 19,579 shares
    Change vs previous 13F -6,270 shares

    0.02% of the 13F portfolio, value $2,290,390.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
    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 25,849 shares
    Change vs previous 13F +8,879 shares

    0.03% of the 13F portfolio, value $3,472,601.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, LLC
    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 16,970 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,519,716.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).