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Disclosery

IEQ CAPITAL, LLC: EXEL position timeline

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

IEQ CAPITAL, LLC held 451,768 EXEL 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 451,768 shares
    Change vs previous 13F -127,773 shares

    0.11% of the 13F portfolio, value $24,580,697.

    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 579,541 shares
    Change vs previous 13F -134,083 shares

    0.12% of the 13F portfolio, value $24,856,514.

    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 713,624 shares
    Change vs previous 13F +330,856 shares

    0.09% of the 13F portfolio, value $31,278,140.

    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 382,768 shares
    Change vs previous 13F -23,960 shares

    0.05% of the 13F portfolio, value $15,808,317.

    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 406,728 shares
    Change vs previous 13F +71,108 shares

    0.11% of the 13F portfolio, value $17,926,537.

    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 335,620 shares
    Change vs previous 13F +141,439 shares

    0.1% of the 13F portfolio, value $12,391,090.

    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 194,181 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,466,227.

    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).