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Disclosery

IEQ CAPITAL, LLC: FTI position timeline

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

IEQ CAPITAL, LLC held 907,970 FTI 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 907,970 shares
    Change vs previous 13F -203,171 shares

    0.28% of the 13F portfolio, value $60,198,403.

    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 1,111,141 shares
    Change vs previous 13F +119,888 shares

    0.36% of the 13F portfolio, value $76,813,155.

    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 991,253 shares
    Change vs previous 13F +175,670 shares

    0.13% of the 13F portfolio, value $44,170,219.

    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 815,583 shares
    Change vs previous 13F +290,331 shares

    0.1% of the 13F portfolio, value $32,174,745.

    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 525,252 shares
    Change vs previous 13F +139,059 shares

    0.11% of the 13F portfolio, value $18,089,682.

    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 386,193 shares
    Change vs previous 13F +93,322 shares

    0.1% of the 13F portfolio, value $12,238,447.

    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 292,871 shares
    Change vs previous 13F +265,546 shares

    0.08% of the 13F portfolio, value $8,475,688.

    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 27,325 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $716,735.

    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).