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Disclosery

IEQ CAPITAL, LLC: FIX position timeline

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

IEQ CAPITAL, LLC held 71,032 FIX 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 71,032 shares
    Change vs previous 13F -18,833 shares

    0.65% of the 13F portfolio, value $140,782,710.

    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 89,865 shares
    Change vs previous 13F +6,940 shares

    0.58% of the 13F portfolio, value $123,923,444.

    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 82,925 shares
    Change vs previous 13F +19,889 shares

    0.23% of the 13F portfolio, value $77,393,319.

    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 63,036 shares
    Change vs previous 13F +9,267 shares

    0.16% of the 13F portfolio, value $52,016,233.

    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 53,769 shares
    Change vs previous 13F +31,124 shares

    0.18% of the 13F portfolio, value $28,831,572.

    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 22,645 shares
    Change vs previous 13F +8,283 shares

    0.06% of the 13F portfolio, value $7,299,201.

    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 14,362 shares
    Change vs previous 13F +12,422 shares

    0.06% of the 13F portfolio, value $6,090,382.

    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 1,940 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $757,296.

    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).