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Disclosery

IEQ CAPITAL, LLC: FR position timeline

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

IEQ CAPITAL, LLC held 53,408 FR 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 53,408 shares
    Change vs previous 13F -112,661 shares

    0.02% of the 13F portfolio, value $3,274,431.

    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 166,069 shares
    Change vs previous 13F +38,520 shares

    0.04% of the 13F portfolio, value $9,607,098.

    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 127,549 shares
    Change vs previous 13F -5,928 shares

    0.02% of the 13F portfolio, value $7,304,727.

    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 133,477 shares
    Change vs previous 13F -49,919 shares

    0.02% of the 13F portfolio, value $6,870,071.

    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 183,396 shares
    Change vs previous 13F +170,104 shares

    0.05% of the 13F portfolio, value $8,826,853.

    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 13,292 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $717,212.

    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).