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Disclosery

IEQ CAPITAL, LLC: EXPE position timeline

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

IEQ CAPITAL, LLC held 159,697 EXPE 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 159,697 shares
    Change vs previous 13F -28,553 shares

    0.19% of the 13F portfolio, value $40,863,268.

    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 188,250 shares
    Change vs previous 13F -87,619 shares

    0.2% of the 13F portfolio, value $43,465,144.

    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 275,869 shares
    Change vs previous 13F +44,313 shares

    0.23% of the 13F portfolio, value $78,156,522.

    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 231,556 shares
    Change vs previous 13F +79,946 shares

    0.15% of the 13F portfolio, value $49,495,167.

    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 151,610 shares
    Change vs previous 13F +96,945 shares

    0.16% of the 13F portfolio, value $25,573,639.

    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 54,665 shares
    Change vs previous 13F +24,081 shares

    0.07% of the 13F portfolio, value $9,189,111.

    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 30,584 shares
    Change vs previous 13F +23,609 shares

    0.06% of the 13F portfolio, value $5,698,716.

    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 6,975 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,032,439.

    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).