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Disclosery

IEQ CAPITAL, LLC: FIS position timeline

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

IEQ CAPITAL, LLC held 43,937 FIS 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 43,937 shares
    Change vs previous 13F -232,589 shares

    0.01% of the 13F portfolio, value $1,708,290.

    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 276,526 shares
    Change vs previous 13F +251,483 shares

    0.06% of the 13F portfolio, value $12,971,809.

    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 25,043 shares
    Change vs previous 13F -17,940 shares

    <0.01% of the 13F portfolio, value $1,664,332.

    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 42,983 shares
    Change vs previous 13F -48,091 shares

    0.01% of the 13F portfolio, value $2,834,298.

    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 91,074 shares
    Change vs previous 13F +77,022 shares

    0.05% of the 13F portfolio, value $7,414,299.

    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 14,052 shares
    Change vs previous 13F -22,262 shares

    0.01% of the 13F portfolio, value $1,049,424.

    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 36,314 shares
    Change vs previous 13F +8,869 shares

    0.03% of the 13F portfolio, value $2,933,115.

    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 27,445 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,298,503.

    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).