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Disclosery

IEQ CAPITAL, LLC: ESGU position timeline

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

IEQ CAPITAL, LLC held 22,760 ESGU 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 22,760 shares
    Change vs previous 13F +19 shares

    0.02% of the 13F portfolio, value $3,725,129.

    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 22,741 shares
    Change vs previous 13F -377 shares

    0.01% of the 13F portfolio, value $3,216,032.

    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 23,118 shares
    Change vs previous 13F -1,859 shares

    0.01% of the 13F portfolio, value $3,444,120.

    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 24,977 shares
    Change vs previous 13F -3,169 shares

    0.01% of the 13F portfolio, value $3,636,633.

    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 28,146 shares
    Change vs previous 13F -14,142 shares

    0.02% of the 13F portfolio, value $3,808,137.

    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 42,288 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $5,155,330.

    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 42,288 shares
    Change vs previous 13F -5,400 shares

    0.05% of the 13F portfolio, value $5,447,541.

    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 47,688 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,017,272.

    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).