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IEQ CAPITAL, LLC: DFAU position timeline

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

IEQ CAPITAL, LLC held 55,498 DFAU 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 55,498 shares
    Change vs previous 13F +79 shares

    0.01% of the 13F portfolio, value $2,868,668.

    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 55,419 shares
    Change vs previous 13F +81 shares

    0.01% of the 13F portfolio, value $2,500,494.

    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 55,338 shares
    Change vs previous 13F +87 shares

    0.01% of the 13F portfolio, value $2,589,803.

    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 55,251 shares
    Change vs previous 13F +88 shares

    0.01% of the 13F portfolio, value $2,528,283.

    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 55,163 shares
    Change vs previous 13F +93 shares

    0.01% of the 13F portfolio, value $2,336,689.

    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 55,070 shares
    Change vs previous 13F +76 shares

    0.02% of the 13F portfolio, value $2,116,898.

    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 54,994 shares
    Change vs previous 13F +125 shares

    0.02% of the 13F portfolio, value $2,226,708.

    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 54,869 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,177,769.

    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).