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IEQ CAPITAL, LLC: EFA position timeline

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

IEQ CAPITAL, LLC held 313,036 EFA 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 313,036 shares
    Change vs previous 13F -130,488 shares

    0.15% of the 13F portfolio, value $32,518,124.

    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 443,524 shares
    Change vs previous 13F +18,455 shares

    0.2% of the 13F portfolio, value $43,079,476.

    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 425,069 shares
    Change vs previous 13F +25,395 shares

    0.12% of the 13F portfolio, value $40,819,434.

    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 399,674 shares
    Change vs previous 13F +15,986 shares

    0.11% of the 13F portfolio, value $37,317,554.

    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 383,688 shares
    Change vs previous 13F +5,433 shares

    0.21% of the 13F portfolio, value $34,297,826.

    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 378,255 shares
    Change vs previous 13F +475 shares

    0.25% of the 13F portfolio, value $30,914,807.

    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 377,780 shares
    Change vs previous 13F +85,018 shares

    0.28% of the 13F portfolio, value $28,563,970.

    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 292,762 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $24,483,684.

    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).