IEQ CAPITAL, LLC: FTRE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IEQ CAPITAL, LLC on FTRE, newest first. How the timeline and the estimate are built.
IEQ CAPITAL, LLC held 341,742 FTRE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 341,742 sharesChange vs previous 13F -28,310 shares
0.03% of the 13F portfolio, value $5,946,312.
13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 370,052 sharesChange vs previous 13F +73,706 shares
0.02% of the 13F portfolio, value $3,485,890.
13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 296,346 sharesChange vs previous 13F +8,298 shares
0.02% of the 13F portfolio, value $5,111,969.
13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 288,048 sharesChange vs previous 13F -63,490 shares
0.01% of the 13F portfolio, value $2,425,364.
13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 351,538 sharesChange vs previous 13F +307,352 shares
0.01% of the 13F portfolio, value $1,736,598.
13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 44,186 sharesChange vs previous 13F +33,235 shares
<0.01% of the 13F portfolio, value $333,604.
13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,951 sharesChange vs previous 13F -5 shares
<0.01% of the 13F portfolio, value $204,236.
13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,956 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $219,120.
13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).