Skip to content
Disclosery

IEQ CAPITAL, LLC: COST position timeline

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

IEQ CAPITAL, LLC held 98,607 COST 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 98,607 shares
    Change vs previous 13F -20,561 shares

    0.43% of the 13F portfolio, value $92,244,024.

    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 119,168 shares
    Change vs previous 13F +25,931 shares

    0.55% of the 13F portfolio, value $118,742,383.

    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 93,237 shares
    Change vs previous 13F -1,401 shares

    0.24% of the 13F portfolio, value $80,402,672.

    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 94,638 shares
    Change vs previous 13F +7,386 shares

    0.27% of the 13F portfolio, value $87,599,835.

    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 87,252 shares
    Change vs previous 13F +12,573 shares

    0.53% of the 13F portfolio, value $86,374,256.

    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 74,679 shares
    Change vs previous 13F +5,734 shares

    0.56% of the 13F portfolio, value $70,629,535.

    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 68,945 shares
    Change vs previous 13F +1,679 shares

    0.61% of the 13F portfolio, value $63,171,834.

    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 67,266 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $59,632,992.

    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).