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Disclosery

IEQ CAPITAL, LLC: CB position timeline

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

IEQ CAPITAL, LLC held 197,868 CB 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 197,868 shares
    Change vs previous 13F -29,840 shares

    0.31% of the 13F portfolio, value $67,421,400.

    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 227,708 shares
    Change vs previous 13F -12,423 shares

    0.34% of the 13F portfolio, value $74,216,571.

    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 240,131 shares
    Change vs previous 13F +114,251 shares

    0.22% of the 13F portfolio, value $74,949,257.

    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 125,880 shares
    Change vs previous 13F +46,029 shares

    0.11% of the 13F portfolio, value $35,529,772.

    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 79,851 shares
    Change vs previous 13F +18,216 shares

    0.14% of the 13F portfolio, value $23,134,570.

    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 61,635 shares
    Change vs previous 13F +7,269 shares

    0.15% of the 13F portfolio, value $18,613,715.

    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 54,366 shares
    Change vs previous 13F +17,080 shares

    0.15% of the 13F portfolio, value $15,021,277.

    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 37,286 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,752,942.

    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).