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Disclosery

IEQ CAPITAL, LLC: ERIC position timeline

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

IEQ CAPITAL, LLC held 78,680 ERIC 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 78,680 shares
    Change vs previous 13F -10,885 shares

    <0.01% of the 13F portfolio, value $877,282.

    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 89,565 shares
    Change vs previous 13F +5,781 shares

    <0.01% of the 13F portfolio, value $1,009,405.

    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 83,784 shares
    Change vs previous 13F +9,191 shares

    <0.01% of the 13F portfolio, value $808,521.

    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 74,593 shares
    Change vs previous 13F +43,370 shares

    <0.01% of the 13F portfolio, value $616,888.

    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 31,223 shares
    Change vs previous 13F +16,168 shares

    <0.01% of the 13F portfolio, value $264,775.

    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 15,055 shares
    Change vs previous 13F +1,114 shares

    <0.01% of the 13F portfolio, value $116,824.

    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 13,941 shares
    Change vs previous 13F +1,021 shares

    <0.01% of the 13F portfolio, value $112,361.

    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 12,920 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $97,936.

    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).