Skip to content
Disclosery

IEQ CAPITAL, LLC: EVR position timeline

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

IEQ CAPITAL, LLC held 94,525 EVR 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 94,525 shares
    Change vs previous 13F -349 shares

    0.15% of the 13F portfolio, value $32,274,673.

    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 94,874 shares
    Change vs previous 13F +20,823 shares

    0.13% of the 13F portfolio, value $28,320,829.

    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 74,051 shares
    Change vs previous 13F -2,871 shares

    0.08% of the 13F portfolio, value $25,195,716.

    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 76,922 shares
    Change vs previous 13F +22,206 shares

    0.08% of the 13F portfolio, value $25,947,227.

    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 54,716 shares
    Change vs previous 13F +38,869 shares

    0.09% of the 13F portfolio, value $14,774,275.

    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 15,847 shares
    Change vs previous 13F +5,138 shares

    0.03% of the 13F portfolio, value $3,164,979.

    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 10,709 shares
    Change vs previous 13F +9,143 shares

    0.03% of the 13F portfolio, value $2,968,406.

    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 1,566 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $396,710.

    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).