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
- period ended2026-06-3013F 41,790 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,892 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,246 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,410 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,206 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,154 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,706 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).