IEQ CAPITAL, LLC: DFIV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IEQ CAPITAL, LLC on DFIV, newest first. How the timeline and the estimate are built.
IEQ CAPITAL, LLC held 20,160 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 20,160 sharesChange vs previous 13F +6,312 shares
0.01% of the 13F portfolio, value $1,089,066.
13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,848 sharesChange vs previous 13F -1,481 shares
<0.01% of the 13F portfolio, value $730,893.
13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,329 sharesChange vs previous 13F +142 shares
<0.01% of the 13F portfolio, value $764,913.
13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,187 sharesChange vs previous 13F +2,860 shares
<0.01% of the 13F portfolio, value $700,421.
13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,327 sharesChange vs previous 13F +1,695 shares
<0.01% of the 13F portfolio, value $527,965.
13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,632 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $418,476.
13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,632 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $377,223.
13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,632 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $404,867.
13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).