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Disclosery

IEQ CAPITAL, LLC: BNY position timeline

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

IEQ CAPITAL, LLC held 61,592 BNY 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 61,592 shares
    Change vs previous 13F +5,568 shares

    0.04% of the 13F portfolio, value $8,906,722.

    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 56,024 shares
    Change vs previous 13F -19,049 shares

    0.03% of the 13F portfolio, value $6,646,081.

    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 75,073 shares
    Change vs previous 13F +30,384 shares

    0.03% of the 13F portfolio, value $8,715,164.

    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 44,689 shares
    Change vs previous 13F +18,220 shares

    0.01% of the 13F portfolio, value $4,869,256.

    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 26,469 shares
    Change vs previous 13F -15,424 shares

    0.01% of the 13F portfolio, value $2,411,632.

    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 41,893 shares
    Change vs previous 13F +8,464 shares

    0.03% of the 13F portfolio, value $3,513,572.

    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 33,429 shares
    Change vs previous 13F +3,696 shares

    0.02% of the 13F portfolio, value $2,568,354.

    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 29,733 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,136,592.

    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).