IEQ CAPITAL, LLC: BANC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IEQ CAPITAL, LLC on BANC, newest first. How the timeline and the estimate are built.
IEQ CAPITAL, LLC held 17,424 BANC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 17,424 sharesChange vs previous 13F -19,342 shares
<0.01% of the 13F portfolio, value $355,964.
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 36,766 sharesChange vs previous 13F -33,956 shares
<0.01% of the 13F portfolio, value $646,342.
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 70,722 sharesChange vs previous 13F +30,667 shares
<0.01% of the 13F portfolio, value $1,364,234.
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 40,055 sharesChange vs previous 13F +40,055 shares
<0.01% of the 13F portfolio, value $662,914.
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 0 sharesChange vs previous 13F -37,678 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 37,678 sharesChange vs previous 13F +22,715 shares
<0.01% of the 13F portfolio, value $534,647.
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 14,963 sharesChange vs previous 13F -2,327 shares
<0.01% of the 13F portfolio, value $231,323.
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).
- period ended2024-09-3013F 17,290 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $254,688.
13F-HR 0001085146-24-005723 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).