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IEQ CAPITAL, LLC: ESS position timeline

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

IEQ CAPITAL, LLC held 11,063 ESS 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 11,063 shares
    Change vs previous 13F +8,497 shares

    0.01% of the 13F portfolio, value $3,225,941.

    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 2,566 shares
    Change vs previous 13F -329 shares

    <0.01% of the 13F portfolio, value $620,944.

    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 2,895 shares
    Change vs previous 13F -303 shares

    <0.01% of the 13F portfolio, value $757,528.

    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 3,198 shares
    Change vs previous 13F -2,164 shares

    <0.01% of the 13F portfolio, value $855,882.

    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 5,362 shares
    Change vs previous 13F -1,886 shares

    0.01% of the 13F portfolio, value $1,519,540.

    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 7,248 shares
    Change vs previous 13F +3,027 shares

    0.02% of the 13F portfolio, value $2,221,847.

    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 4,221 shares
    Change vs previous 13F +705 shares

    0.01% of the 13F portfolio, value $1,204,840.

    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 3,516 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,038,821.

    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).