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Disclosery

IEQ CAPITAL, LLC: AR position timeline

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

IEQ CAPITAL, LLC held 454,400 AR 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 454,400 shares
    Change vs previous 13F +78,907 shares

    0.07% of the 13F portfolio, value $15,967,599.

    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 375,493 shares
    Change vs previous 13F +28,508 shares

    0.07% of the 13F portfolio, value $15,935,906.

    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 346,985 shares
    Change vs previous 13F +80,472 shares

    0.04% of the 13F portfolio, value $11,957,089.

    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 266,513 shares
    Change vs previous 13F +172,344 shares

    0.03% of the 13F portfolio, value $8,944,163.

    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 94,169 shares
    Change vs previous 13F +11,562 shares

    0.02% of the 13F portfolio, value $3,793,116.

    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 82,607 shares
    Change vs previous 13F +47,230 shares

    0.03% of the 13F portfolio, value $3,340,627.

    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 35,377 shares
    Change vs previous 13F +21,732 shares

    0.01% of the 13F portfolio, value $1,239,964.

    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 13,645 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $390,929.

    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).