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Disclosery

IEQ CAPITAL, LLC: EW position timeline

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

IEQ CAPITAL, LLC held 111,370 EW 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 111,370 shares
    Change vs previous 13F -67,672 shares

    0.05% of the 13F portfolio, value $10,074,609.

    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 179,042 shares
    Change vs previous 13F -39,855 shares

    0.07% of the 13F portfolio, value $14,337,704.

    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 218,897 shares
    Change vs previous 13F +1,822 shares

    0.06% of the 13F portfolio, value $18,661,044.

    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 217,075 shares
    Change vs previous 13F +115,292 shares

    0.05% of the 13F portfolio, value $16,881,924.

    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 101,783 shares
    Change vs previous 13F +32,471 shares

    0.05% of the 13F portfolio, value $7,960,480.

    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 69,312 shares
    Change vs previous 13F +23,151 shares

    0.04% of the 13F portfolio, value $5,023,763.

    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 46,161 shares
    Change vs previous 13F -10,346 shares

    0.03% of the 13F portfolio, value $3,417,314.

    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 56,507 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,728,910.

    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).