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Disclosery

IEQ CAPITAL, LLC: FRT position timeline

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

IEQ CAPITAL, LLC held 114,715 FRT 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 114,715 shares
    Change vs previous 13F -9,195 shares

    0.07% of the 13F portfolio, value $14,160,422.

    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 123,910 shares
    Change vs previous 13F +14,299 shares

    0.06% of the 13F portfolio, value $13,160,523.

    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 109,611 shares
    Change vs previous 13F +70,076 shares

    0.03% of the 13F portfolio, value $11,048,854.

    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 39,535 shares
    Change vs previous 13F +23,894 shares

    0.01% of the 13F portfolio, value $4,005,334.

    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 15,641 shares
    Change vs previous 13F +13,331 shares

    0.01% of the 13F portfolio, value $1,485,789.

    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 2,310 shares
    Change vs previous 13F -1,128 shares

    <0.01% of the 13F portfolio, value $225,964.

    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 3,438 shares
    Change vs previous 13F +1,132 shares

    <0.01% of the 13F portfolio, value $384,920.

    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 2,306 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $265,129.

    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).