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Disclosery

IEQ CAPITAL, LLC: EFX position timeline

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

IEQ CAPITAL, LLC held 85,221 EFX 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 85,221 shares
    Change vs previous 13F -20,612 shares

    0.06% of the 13F portfolio, value $13,526,195.

    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 105,833 shares
    Change vs previous 13F +102,781 shares

    0.09% of the 13F portfolio, value $19,057,396.

    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 3,052 shares
    Change vs previous 13F +972 shares

    <0.01% of the 13F portfolio, value $662,237.

    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 2,080 shares
    Change vs previous 13F +925 shares

    <0.01% of the 13F portfolio, value $533,479.

    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 1,155 shares
    Change vs previous 13F -5,382 shares

    <0.01% of the 13F portfolio, value $299,689.

    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 6,537 shares
    Change vs previous 13F -5,161 shares

    0.01% of the 13F portfolio, value $1,592,033.

    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 11,698 shares
    Change vs previous 13F +4,778 shares

    0.03% of the 13F portfolio, value $2,981,347.

    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 6,920 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,033,572.

    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).