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Disclosery

IEQ CAPITAL, LLC: FNDX position timeline

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

IEQ CAPITAL, LLC held 197,961 FNDX 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 197,961 shares
    Change vs previous 13F +17,511 shares

    0.03% of the 13F portfolio, value $6,156,585.

    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 180,450 shares
    Change vs previous 13F +17,742 shares

    0.02% of the 13F portfolio, value $5,025,545.

    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 162,708 shares
    Change vs previous 13F +113 shares

    0.01% of the 13F portfolio, value $4,427,276.

    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 162,595 shares
    Change vs previous 13F +30,577 shares

    0.01% of the 13F portfolio, value $4,276,249.

    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 132,018 shares
    Change vs previous 13F -4,141 shares

    0.02% of the 13F portfolio, value $3,239,730.

    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 136,159 shares
    Change vs previous 13F +53,043 shares

    0.03% of the 13F portfolio, value $3,214,714.

    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 83,116 shares
    Change vs previous 13F +56,393 shares

    0.02% of the 13F portfolio, value $1,968,179.

    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 26,723 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,917,661.

    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).