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Disclosery

IEQ CAPITAL, LLC: BTU position timeline

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

IEQ CAPITAL, LLC held 36,664 BTU 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 36,664 shares
    Change vs previous 13F -1,142 shares

    <0.01% of the 13F portfolio, value $847,670.

    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 37,806 shares
    Change vs previous 13F -19,900 shares

    0.01% of the 13F portfolio, value $1,245,700.

    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 57,706 shares
    Change vs previous 13F -10,985 shares

    0.01% of the 13F portfolio, value $1,713,880.

    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 68,691 shares
    Change vs previous 13F +16,261 shares

    0.01% of the 13F portfolio, value $1,821,692.

    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 52,430 shares
    Change vs previous 13F +8,430 shares

    <0.01% of the 13F portfolio, value $703,617.

    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 44,000 shares
    Change vs previous 13F +4,000 shares

    <0.01% of the 13F portfolio, value $596,203.

    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 40,000 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $837,600.

    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 40,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,061,600.

    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).