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IEQ CAPITAL, LLC: DIA position timeline

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

IEQ CAPITAL, LLC held 11,168 DIA 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 11,168 shares
    Change vs previous 13F +314 shares

    0.03% of the 13F portfolio, value $5,834,290.

    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 10,854 shares
    Change vs previous 13F +2,344 shares

    0.02% of the 13F portfolio, value $5,027,584.

    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 8,510 shares
    Change vs previous 13F +3,311 shares

    0.01% of the 13F portfolio, value $4,090,110.

    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 5,199 shares
    Change vs previous 13F -193 shares

    0.01% of the 13F portfolio, value $2,411,059.

    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 5,392 shares
    Change vs previous 13F -3,997 shares

    0.01% of the 13F portfolio, value $2,375,879.

    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 9,389 shares
    Change vs previous 13F +4,788 shares

    0.03% of the 13F portfolio, value $3,942,182.

    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 4,601 shares
    Change vs previous 13F -148 shares

    0.02% of the 13F portfolio, value $1,957,599.

    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 4,749 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,009,396.

    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).