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IEQ CAPITAL, LLC: AEG position timeline

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

IEQ CAPITAL, LLC held 166,132 AEG 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 166,132 shares
    Change vs previous 13F +32,749 shares

    0.01% of the 13F portfolio, value $1,402,154.

    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 133,383 shares
    Change vs previous 13F +66,956 shares

    <0.01% of the 13F portfolio, value $968,356.

    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 66,427 shares
    Change vs previous 13F +17,137 shares

    <0.01% of the 13F portfolio, value $512,154.

    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 49,290 shares
    Change vs previous 13F +26,181 shares

    <0.01% of the 13F portfolio, value $393,831.

    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 23,109 shares
    Change vs previous 13F +7,316 shares

    <0.01% of the 13F portfolio, value $167,309.

    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 15,793 shares
    Change vs previous 13F +1,110 shares

    <0.01% of the 13F portfolio, value $104,077.

    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 14,683 shares
    Change vs previous 13F -63 shares

    <0.01% of the 13F portfolio, value $86,484.

    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 14,746 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $94,228.

    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).