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Disclosery

IEQ CAPITAL, LLC: EIX position timeline

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

IEQ CAPITAL, LLC held 1,106,048 EIX 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 1,106,048 shares
    Change vs previous 13F -241,016 shares

    0.38% of the 13F portfolio, value $82,345,288.

    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 1,347,064 shares
    Change vs previous 13F +189,697 shares

    0.46% of the 13F portfolio, value $98,578,167.

    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 1,157,367 shares
    Change vs previous 13F +549,109 shares

    0.21% of the 13F portfolio, value $69,465,131.

    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 608,258 shares
    Change vs previous 13F +56,109 shares

    0.1% of the 13F portfolio, value $33,624,490.

    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 552,149 shares
    Change vs previous 13F +313,733 shares

    0.17% of the 13F portfolio, value $28,490,873.

    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 238,416 shares
    Change vs previous 13F +219,560 shares

    0.11% of the 13F portfolio, value $14,047,458.

    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 18,856 shares
    Change vs previous 13F +4,208 shares

    0.01% of the 13F portfolio, value $1,505,438.

    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 14,648 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,275,696.

    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).