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IEQ CAPITAL, LLC: ASB position timeline

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

IEQ CAPITAL, LLC held 143,436 ASB 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 143,436 shares
    Change vs previous 13F +55,723 shares

    0.02% of the 13F portfolio, value $4,413,511.

    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 87,713 shares
    Change vs previous 13F +10,204 shares

    0.01% of the 13F portfolio, value $2,268,245.

    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 77,509 shares
    Change vs previous 13F -37,708 shares

    0.01% of the 13F portfolio, value $1,996,636.

    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 115,217 shares
    Change vs previous 13F +3,744 shares

    0.01% of the 13F portfolio, value $2,962,220.

    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 111,473 shares
    Change vs previous 13F +78,442 shares

    0.02% of the 13F portfolio, value $2,718,817.

    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 33,031 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $744,179.

    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).