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IEQ CAPITAL, LLC: EVER position timeline

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

IEQ CAPITAL, LLC held 35,062 EVER 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 35,062 shares
    Change vs previous 13F +15,339 shares

    <0.01% of the 13F portfolio, value $834,125.

    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 19,723 shares
    Change vs previous 13F -46,264 shares

    <0.01% of the 13F portfolio, value $304,129.

    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 65,987 shares
    Change vs previous 13F -15,607 shares

    0.01% of the 13F portfolio, value $1,781,649.

    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 81,594 shares
    Change vs previous 13F +12,464 shares

    0.01% of the 13F portfolio, value $1,866,055.

    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 69,130 shares
    Change vs previous 13F +40,830 shares

    0.01% of the 13F portfolio, value $1,671,564.

    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 28,300 shares
    Change vs previous 13F +11,249 shares

    0.01% of the 13F portfolio, value $741,177.

    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 17,051 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $340,849.

    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).