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Disclosery

IEQ CAPITAL, LLC: AFRM position timeline

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

IEQ CAPITAL, LLC held 8,002 AFRM 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 8,002 shares
    Change vs previous 13F -1,059 shares

    <0.01% of the 13F portfolio, value $652,563.

    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 9,061 shares
    Change vs previous 13F +2,651 shares

    <0.01% of the 13F portfolio, value $415,175.

    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 6,410 shares
    Change vs previous 13F -55,645 shares

    <0.01% of the 13F portfolio, value $477,081.

    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 62,055 shares
    Change vs previous 13F +17,350 shares

    0.01% of the 13F portfolio, value $4,534,999.

    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 44,705 shares
    Change vs previous 13F +9,831 shares

    0.02% of the 13F portfolio, value $3,090,920.

    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 34,874 shares
    Change vs previous 13F +4,675 shares

    0.01% of the 13F portfolio, value $1,575,967.

    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 30,199 shares
    Change vs previous 13F -246 shares

    0.02% of the 13F portfolio, value $1,839,119.

    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 30,445 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,242,765.

    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).