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IEQ CAPITAL, LLC: GS position timeline

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

IEQ CAPITAL, LLC held 41,734 GS 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 41,734 shares
    Change vs previous 13F -222,055 shares

    0.19% of the 13F portfolio, value $42,208,359.

    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 263,789 shares
    Change vs previous 13F -18,741 shares

    1.04% of the 13F portfolio, value $223,163,303.

    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 282,530 shares
    Change vs previous 13F -17,607 shares

    0.74% of the 13F portfolio, value $248,344,337.

    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 300,137 shares
    Change vs previous 13F -13,175 shares

    0.73% of the 13F portfolio, value $239,013,385.

    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 313,312 shares
    Change vs previous 13F -55,092 shares

    1.36% of the 13F portfolio, value $221,746,399.

    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 368,404 shares
    Change vs previous 13F -50,691 shares

    1.6% of the 13F portfolio, value $201,255,253.

    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 419,095 shares
    Change vs previous 13F +391,170 shares

    2.32% of the 13F portfolio, value $239,982,337.

    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 27,925 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,825,755.

    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).