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Disclosery

IEQ CAPITAL, LLC: HLN position timeline

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

IEQ CAPITAL, LLC held 72,543 HLN 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 72,543 shares
    Change vs previous 13F -11,134 shares

    <0.01% of the 13F portfolio, value $676,824.

    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 83,677 shares
    Change vs previous 13F +512 shares

    <0.01% of the 13F portfolio, value $837,605.

    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 83,165 shares
    Change vs previous 13F +16,958 shares

    <0.01% of the 13F portfolio, value $840,797.

    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 66,207 shares
    Change vs previous 13F +27,989 shares

    <0.01% of the 13F portfolio, value $593,879.

    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 38,218 shares
    Change vs previous 13F +7,716 shares

    <0.01% of the 13F portfolio, value $396,324.

    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 30,502 shares
    Change vs previous 13F +2,251 shares

    <0.01% of the 13F portfolio, value $313,867.

    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 28,251 shares
    Change vs previous 13F +4,079 shares

    <0.01% of the 13F portfolio, value $269,516.

    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 24,172 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $255,741.

    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).