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Disclosery

IEQ CAPITAL, LLC: COO position timeline

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

IEQ CAPITAL, LLC held 163,614 COO 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 163,614 shares
    Change vs previous 13F +34,882 shares

    0.05% of the 13F portfolio, value $11,732,760.

    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 128,732 shares
    Change vs previous 13F +105,581 shares

    0.04% of the 13F portfolio, value $9,204,311.

    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 23,151 shares
    Change vs previous 13F +14,531 shares

    0.01% of the 13F portfolio, value $1,897,425.

    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 8,620 shares
    Change vs previous 13F -6,427 shares

    <0.01% of the 13F portfolio, value $590,987.

    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 15,047 shares
    Change vs previous 13F -5,292 shares

    0.01% of the 13F portfolio, value $1,070,716.

    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 20,339 shares
    Change vs previous 13F -7,158 shares

    0.01% of the 13F portfolio, value $1,715,595.

    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 27,497 shares
    Change vs previous 13F +2,190 shares

    0.02% of the 13F portfolio, value $2,527,865.

    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 25,307 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,792,420.

    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).