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IEQ CAPITAL, LLC: C position timeline

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

IEQ CAPITAL, LLC held 386,211 C 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 386,211 shares
    Change vs previous 13F -28,979 shares

    0.25% of the 13F portfolio, value $54,054,161.

    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 415,190 shares
    Change vs previous 13F +24,834 shares

    0.22% of the 13F portfolio, value $47,086,648.

    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 390,356 shares
    Change vs previous 13F +46,327 shares

    0.14% of the 13F portfolio, value $45,550,561.

    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 344,029 shares
    Change vs previous 13F +52,906 shares

    0.11% of the 13F portfolio, value $34,918,982.

    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 291,123 shares
    Change vs previous 13F +26,531 shares

    0.15% of the 13F portfolio, value $24,780,406.

    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 264,592 shares
    Change vs previous 13F +107,439 shares

    0.15% of the 13F portfolio, value $18,783,369.

    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 157,153 shares
    Change vs previous 13F +78,724 shares

    0.11% of the 13F portfolio, value $11,061,946.

    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 78,429 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,909,663.

    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).