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IEQ CAPITAL, LLC: AIP position timeline

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

IEQ CAPITAL, LLC held 91,199 AIP 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 91,199 shares
    Change vs previous 13F -4,856 shares

    0.02% of the 13F portfolio, value $4,431,359.

    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 96,055 shares
    Change vs previous 13F +24,845 shares

    0.01% of the 13F portfolio, value $1,579,144.

    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 71,210 shares
    Change vs previous 13F +43,181 shares

    <0.01% of the 13F portfolio, value $1,103,755.

    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 28,029 shares
    Change vs previous 13F +992 shares

    <0.01% of the 13F portfolio, value $283,093.

    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 27,037 shares
    Change vs previous 13F +1,484 shares

    <0.01% of the 13F portfolio, value $257,663.

    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 25,553 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $176,571.

    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).