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Disclosery

IEQ CAPITAL, LLC: ALGN position timeline

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

IEQ CAPITAL, LLC held 52,134 ALGN 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 52,134 shares
    Change vs previous 13F -13,965 shares

    0.04% of the 13F portfolio, value $8,792,866.

    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 66,099 shares
    Change vs previous 13F -34,711 shares

    0.05% of the 13F portfolio, value $11,331,297.

    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 100,810 shares
    Change vs previous 13F +60,859 shares

    0.05% of the 13F portfolio, value $15,741,431.

    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 39,951 shares
    Change vs previous 13F -13,851 shares

    0.02% of the 13F portfolio, value $5,002,717.

    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 53,802 shares
    Change vs previous 13F +10,645 shares

    0.06% of the 13F portfolio, value $10,186,310.

    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 43,157 shares
    Change vs previous 13F +4,121 shares

    0.05% of the 13F portfolio, value $6,855,926.

    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 39,036 shares
    Change vs previous 13F +3,216 shares

    0.08% of the 13F portfolio, value $8,139,312.

    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 35,820 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,109,742.

    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).