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Disclosery

IEQ CAPITAL, LLC: DOCU position timeline

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

IEQ CAPITAL, LLC held 275,974 DOCU 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 275,974 shares
    Change vs previous 13F -8,076 shares

    0.06% of the 13F portfolio, value $12,258,787.

    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 284,050 shares
    Change vs previous 13F +185,157 shares

    0.06% of the 13F portfolio, value $13,466,833.

    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 98,893 shares
    Change vs previous 13F +69,133 shares

    0.02% of the 13F portfolio, value $6,764,315.

    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 29,760 shares
    Change vs previous 13F +9,217 shares

    0.01% of the 13F portfolio, value $2,145,394.

    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 20,543 shares
    Change vs previous 13F +4,477 shares

    0.01% of the 13F portfolio, value $1,600,094.

    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 16,066 shares
    Change vs previous 13F +238 shares

    0.01% of the 13F portfolio, value $1,307,772.

    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 15,828 shares
    Change vs previous 13F -416 shares

    0.01% of the 13F portfolio, value $1,423,570.

    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 16,244 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,008,562.

    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).