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Disclosery

IEQ CAPITAL, LLC: AX position timeline

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

IEQ CAPITAL, LLC held 9,540 AX 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 9,540 shares
    Change vs previous 13F -16,049 shares

    <0.01% of the 13F portfolio, value $929,101.

    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 25,589 shares
    Change vs previous 13F -5,071 shares

    0.01% of the 13F portfolio, value $2,177,368.

    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 30,660 shares
    Change vs previous 13F -2,329 shares

    0.01% of the 13F portfolio, value $2,641,666.

    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 32,989 shares
    Change vs previous 13F -76 shares

    0.01% of the 13F portfolio, value $2,792,519.

    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 33,065 shares
    Change vs previous 13F +10,298 shares

    0.02% of the 13F portfolio, value $2,514,263.

    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 22,767 shares
    Change vs previous 13F +16,873 shares

    0.01% of the 13F portfolio, value $1,468,927.

    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 5,894 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $411,696.

    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).