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Disclosery

IEQ CAPITAL, LLC: FIVE position timeline

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

IEQ CAPITAL, LLC held 115,763 FIVE 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 115,763 shares
    Change vs previous 13F -54,053 shares

    0.1% of the 13F portfolio, value $20,813,023.

    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 169,816 shares
    Change vs previous 13F +36,106 shares

    0.18% of the 13F portfolio, value $38,799,506.

    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 133,710 shares
    Change vs previous 13F +62,822 shares

    0.08% of the 13F portfolio, value $25,185,609.

    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 70,888 shares
    Change vs previous 13F +24,745 shares

    0.03% of the 13F portfolio, value $10,966,369.

    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 46,143 shares
    Change vs previous 13F -15,065 shares

    0.04% of the 13F portfolio, value $6,053,039.

    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 61,208 shares
    Change vs previous 13F +37,562 shares

    0.04% of the 13F portfolio, value $4,586,009.

    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 23,646 shares
    Change vs previous 13F +21,032 shares

    0.02% of the 13F portfolio, value $2,481,884.

    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 2,614 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $230,947.

    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).