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IEQ CAPITAL, LLC: AFL position timeline

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

IEQ CAPITAL, LLC held 2,185 AFL 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 2,185 shares
    Change vs previous 13F -160 shares

    <0.01% of the 13F portfolio, value $256,237.

    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 2,345 shares
    Change vs previous 13F -66,453 shares

    <0.01% of the 13F portfolio, value $257,240.

    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 68,798 shares
    Change vs previous 13F -8,451 shares

    0.02% of the 13F portfolio, value $7,586,380.

    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 77,249 shares
    Change vs previous 13F +74,795 shares

    0.03% of the 13F portfolio, value $8,628,824.

    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 2,454 shares
    Change vs previous 13F -4,246 shares

    <0.01% of the 13F portfolio, value $258,799.

    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 6,700 shares
    Change vs previous 13F -1,020 shares

    0.01% of the 13F portfolio, value $745,055.

    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 7,720 shares
    Change vs previous 13F -17,326 shares

    0.01% of the 13F portfolio, value $798,624.

    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 25,046 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,800,073.

    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).