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Disclosery

IEQ CAPITAL, LLC: ALLE position timeline

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

IEQ CAPITAL, LLC held 2,232 ALLE 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 2,232 shares
    Change vs previous 13F -39,382 shares

    <0.01% of the 13F portfolio, value $313,577.

    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 41,614 shares
    Change vs previous 13F -24,486 shares

    0.03% of the 13F portfolio, value $6,046,136.

    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 66,100 shares
    Change vs previous 13F -1,558 shares

    0.03% of the 13F portfolio, value $10,524,572.

    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 67,658 shares
    Change vs previous 13F -2,765 shares

    0.04% of the 13F portfolio, value $11,999,172.

    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 70,423 shares
    Change vs previous 13F -12,455 shares

    0.06% of the 13F portfolio, value $10,149,439.

    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 82,878 shares
    Change vs previous 13F +59,307 shares

    0.09% of the 13F portfolio, value $10,812,233.

    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 23,571 shares
    Change vs previous 13F +19,990 shares

    0.03% of the 13F portfolio, value $3,080,281.

    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 3,581 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $521,927.

    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).