Skip to content
Disclosery

IEQ CAPITAL, LLC: AAT position timeline

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

IEQ CAPITAL, LLC held 51,190 AAT 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 51,190 shares
    Change vs previous 13F +1,773 shares

    0.01% of the 13F portfolio, value $1,263,878.

    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 49,417 shares
    Change vs previous 13F -32,736 shares

    <0.01% of the 13F portfolio, value $909,765.

    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 82,153 shares
    Change vs previous 13F -8,622 shares

    <0.01% of the 13F portfolio, value $1,555,148.

    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 90,775 shares
    Change vs previous 13F +68,029 shares

    0.01% of the 13F portfolio, value $1,844,538.

    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 22,746 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $449,231.

    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).