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Disclosery

IEQ CAPITAL, LLC: AVA position timeline

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

IEQ CAPITAL, LLC held 94,667 AVA 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 94,667 shares
    Change vs previous 13F +43,682 shares

    0.02% of the 13F portfolio, value $3,872,848.

    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 50,985 shares
    Change vs previous 13F -1,759 shares

    0.01% of the 13F portfolio, value $2,046,533.

    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 52,744 shares
    Change vs previous 13F +20,949 shares

    0.01% of the 13F portfolio, value $2,032,759.

    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 31,795 shares
    Change vs previous 13F +4,549 shares

    <0.01% of the 13F portfolio, value $1,202,181.

    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 27,246 shares
    Change vs previous 13F +10,545 shares

    0.01% of the 13F portfolio, value $1,033,994.

    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 16,701 shares
    Change vs previous 13F +8,954 shares

    0.01% of the 13F portfolio, value $699,278.

    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 7,747 shares
    Change vs previous 13F +2,050 shares

    <0.01% of the 13F portfolio, value $283,771.

    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 5,697 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $220,759.

    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).