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IEQ CAPITAL, LLC: BX position timeline

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

IEQ CAPITAL, LLC held 213,871 BX 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 213,871 shares
    Change vs previous 13F -133,377 shares

    0.12% of the 13F portfolio, value $25,166,151.

    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 347,248 shares
    Change vs previous 13F +113,556 shares

    0.19% of the 13F portfolio, value $39,930,006.

    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 233,692 shares
    Change vs previous 13F -14,435 shares

    0.11% of the 13F portfolio, value $36,021,346.

    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 248,127 shares
    Change vs previous 13F +26,882 shares

    0.13% of the 13F portfolio, value $42,392,547.

    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 221,245 shares
    Change vs previous 13F -27,649 shares

    0.2% of the 13F portfolio, value $33,093,822.

    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 248,894 shares
    Change vs previous 13F +12,473 shares

    0.28% of the 13F portfolio, value $34,790,402.

    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 236,421 shares
    Change vs previous 13F -9,392 shares

    0.39% of the 13F portfolio, value $40,763,618.

    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 245,813 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $37,641,349.

    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).