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Disclosery

IEQ CAPITAL, LLC: ADT position timeline

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

IEQ CAPITAL, LLC held 536,535 ADT 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 536,535 shares
    Change vs previous 13F -1,569,513 shares

    0.02% of the 13F portfolio, value $3,487,475.

    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 2,106,048 shares
    Change vs previous 13F -1,643,443 shares

    0.06% of the 13F portfolio, value $13,836,732.

    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 3,749,491 shares
    Change vs previous 13F +126,268 shares

    0.09% of the 13F portfolio, value $30,258,398.

    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 3,623,223 shares
    Change vs previous 13F +2,396,848 shares

    0.1% of the 13F portfolio, value $31,558,275.

    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 1,226,375 shares
    Change vs previous 13F +420,148 shares

    0.06% of the 13F portfolio, value $10,387,398.

    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 806,227 shares
    Change vs previous 13F +429,565 shares

    0.05% of the 13F portfolio, value $6,562,688.

    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 376,662 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,602,735.

    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).