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Disclosery

IEQ CAPITAL, LLC: EPR position timeline

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

IEQ CAPITAL, LLC held 12,465 EPR 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 12,465 shares
    Change vs previous 13F -38,633 shares

    <0.01% of the 13F portfolio, value $723,071.

    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 51,098 shares
    Change vs previous 13F +11,920 shares

    0.01% of the 13F portfolio, value $2,552,837.

    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 39,178 shares
    Change vs previous 13F -4,844 shares

    0.01% of the 13F portfolio, value $1,954,992.

    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 44,022 shares
    Change vs previous 13F -40,935 shares

    0.01% of the 13F portfolio, value $2,553,712.

    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 84,957 shares
    Change vs previous 13F +58,081 shares

    0.03% of the 13F portfolio, value $4,949,586.

    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 26,876 shares
    Change vs previous 13F +19,032 shares

    0.01% of the 13F portfolio, value $1,413,933.

    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 7,844 shares
    Change vs previous 13F +3,699 shares

    <0.01% of the 13F portfolio, value $347,316.

    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 4,145 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,248.

    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).