IEQ CAPITAL, LLC: ACT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IEQ CAPITAL, LLC on ACT, newest first. How the timeline and the estimate are built.
IEQ CAPITAL, LLC held 5,303 ACT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 5,303 sharesChange vs previous 13F -15,125 shares
<0.01% of the 13F portfolio, value $242,400.
13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,428 sharesChange vs previous 13F -10,750 shares
<0.01% of the 13F portfolio, value $833,667.
13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,178 sharesChange vs previous 13F +853 shares
<0.01% of the 13F portfolio, value $1,235,896.
13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,325 sharesChange vs previous 13F +12,045 shares
<0.01% of the 13F portfolio, value $1,162,661.
13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,280 sharesChange vs previous 13F +900 shares
<0.01% of the 13F portfolio, value $679,102.
13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,380 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $603,955.
13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).