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IEQ CAPITAL, LLC: DV position timeline

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

IEQ CAPITAL, LLC held 131,984 DV 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 131,984 shares
    Change vs previous 13F -435,055 shares

    0.01% of the 13F portfolio, value $1,430,707.

    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 567,039 shares
    Change vs previous 13F +245,786 shares

    0.03% of the 13F portfolio, value $5,386,871.

    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 321,253 shares
    Change vs previous 13F +35,329 shares

    0.01% of the 13F portfolio, value $3,675,135.

    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 285,924 shares
    Change vs previous 13F +64,383 shares

    0.01% of the 13F portfolio, value $3,425,370.

    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 221,541 shares
    Change vs previous 13F +91,268 shares

    0.02% of the 13F portfolio, value $3,316,469.

    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 130,273 shares
    Change vs previous 13F -61,410 shares

    0.01% of the 13F portfolio, value $1,741,750.

    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 191,683 shares
    Change vs previous 13F +168,468 shares

    0.04% of the 13F portfolio, value $3,682,230.

    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 23,215 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $390,941.

    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).