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IEQ CAPITAL, LLC: DFUV position timeline

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

IEQ CAPITAL, LLC held 44,291 DFUV 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 44,291 shares
    Change vs previous 13F -3,138 shares

    0.01% of the 13F portfolio, value $2,436,458.

    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 47,429 shares
    Change vs previous 13F +40 shares

    0.01% of the 13F portfolio, value $2,298,399.

    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 47,389 shares
    Change vs previous 13F +48 shares

    0.01% of the 13F portfolio, value $2,207,855.

    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 47,341 shares
    Change vs previous 13F -4,479 shares

    0.01% of the 13F portfolio, value $2,115,653.

    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 51,820 shares
    Change vs previous 13F +19,652 shares

    0.01% of the 13F portfolio, value $2,190,970.

    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 32,168 shares
    Change vs previous 13F +3,670 shares

    0.01% of the 13F portfolio, value $1,325,632.

    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 28,498 shares
    Change vs previous 13F +41 shares

    0.01% of the 13F portfolio, value $1,166,155.

    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 28,457 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,186,372.

    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).