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Disclosery

IEQ CAPITAL, LLC: DOCS position timeline

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

IEQ CAPITAL, LLC held 47,595 DOCS 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 47,595 shares
    Change vs previous 13F -131,387 shares

    <0.01% of the 13F portfolio, value $987,113.

    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 178,982 shares
    Change vs previous 13F +118,184 shares

    0.02% of the 13F portfolio, value $4,170,273.

    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 60,798 shares
    Change vs previous 13F -13,705 shares

    0.01% of the 13F portfolio, value $2,692,120.

    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 74,503 shares
    Change vs previous 13F +33,194 shares

    0.02% of the 13F portfolio, value $5,449,870.

    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 41,309 shares
    Change vs previous 13F -22,881 shares

    0.02% of the 13F portfolio, value $2,533,873.

    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 64,190 shares
    Change vs previous 13F +9,297 shares

    0.03% of the 13F portfolio, value $3,724,926.

    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 54,893 shares
    Change vs previous 13F +1,587 shares

    0.03% of the 13F portfolio, value $2,930,719.

    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 53,306 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,322,563.

    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).