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IEQ CAPITAL, LLC: AVD position timeline

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

IEQ CAPITAL, LLC held 41,790 AVD 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 41,790 shares
    Change vs previous 13F +25,898 shares

    <0.01% of the 13F portfolio, value $117,012.

    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 15,892 shares
    Change vs previous 13F +3,646 shares

    <0.01% of the 13F portfolio, value $39,571.

    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 12,246 shares
    Change vs previous 13F -7,164 shares

    <0.01% of the 13F portfolio, value $46,780.

    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 19,410 shares
    Change vs previous 13F -4,796 shares

    <0.01% of the 13F portfolio, value $111,413.

    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 24,206 shares
    Change vs previous 13F +7,052 shares

    <0.01% of the 13F portfolio, value $94,888.

    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 17,154 shares
    Change vs previous 13F +5,448 shares

    <0.01% of the 13F portfolio, value $75,478.

    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 11,706 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $54,199.

    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).