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Disclosery

IEQ CAPITAL, LLC: ES position timeline

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

IEQ CAPITAL, LLC held 595,400 ES 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 595,400 shares
    Change vs previous 13F +290,667 shares

    0.2% of the 13F portfolio, value $43,029,538.

    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 304,733 shares
    Change vs previous 13F +92,014 shares

    0.1% of the 13F portfolio, value $21,111,873.

    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 212,719 shares
    Change vs previous 13F -23,052 shares

    0.04% of the 13F portfolio, value $14,322,362.

    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 235,771 shares
    Change vs previous 13F +185,884 shares

    0.05% of the 13F portfolio, value $16,772,755.

    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 49,887 shares
    Change vs previous 13F +11,742 shares

    0.02% of the 13F portfolio, value $3,173,858.

    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 38,145 shares
    Change vs previous 13F +7,909 shares

    0.02% of the 13F portfolio, value $2,369,198.

    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 30,236 shares
    Change vs previous 13F -5,928 shares

    0.02% of the 13F portfolio, value $1,736,429.

    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 36,164 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,460,997.

    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).