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Disclosery

IEQ CAPITAL, LLC: DAVE position timeline

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

IEQ CAPITAL, LLC held 27,556 DAVE 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 27,556 shares
    Change vs previous 13F +20,881 shares

    0.05% of the 13F portfolio, value $10,267,090.

    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 6,675 shares
    Change vs previous 13F +571 shares

    0.01% of the 13F portfolio, value $1,162,051.

    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 6,104 shares
    Change vs previous 13F -2,033 shares

    <0.01% of the 13F portfolio, value $1,351,487.

    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 8,137 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $1,622,111.

    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 8,162 shares
    Change vs previous 13F +2,098 shares

    0.01% of the 13F portfolio, value $2,190,763.

    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 6,064 shares
    Change vs previous 13F -1,541 shares

    <0.01% of the 13F portfolio, value $501,250.

    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 7,605 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $661,027.

    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).