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Disclosery

IEQ CAPITAL, LLC: CI position timeline

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

IEQ CAPITAL, LLC held 39,713 CI 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 39,713 shares
    Change vs previous 13F -47,407 shares

    0.05% of the 13F portfolio, value $10,948,050.

    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 87,120 shares
    Change vs previous 13F +50,850 shares

    0.11% of the 13F portfolio, value $23,239,315.

    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 36,270 shares
    Change vs previous 13F +29,729 shares

    0.03% of the 13F portfolio, value $9,982,789.

    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 6,541 shares
    Change vs previous 13F -32,719 shares

    0.01% of the 13F portfolio, value $1,885,566.

    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 39,260 shares
    Change vs previous 13F +13,653 shares

    0.08% of the 13F portfolio, value $12,978,757.

    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 25,607 shares
    Change vs previous 13F +15,002 shares

    0.07% of the 13F portfolio, value $8,424,665.

    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 10,605 shares
    Change vs previous 13F -972 shares

    0.03% of the 13F portfolio, value $2,928,561.

    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 11,577 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,010,719.

    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).