IEQ CAPITAL, LLC: HR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IEQ CAPITAL, LLC on HR, newest first. How the timeline and the estimate are built.
IEQ CAPITAL, LLC held 337,718 HR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 337,718 sharesChange vs previous 13F -20,697 shares
0.03% of the 13F portfolio, value $6,811,767.
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 358,415 sharesChange vs previous 13F +123,399 shares
0.03% of the 13F portfolio, value $6,089,476.
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 235,016 sharesChange vs previous 13F +52,840 shares
0.01% of the 13F portfolio, value $3,983,519.
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 182,176 sharesChange vs previous 13F +155,708 shares
0.01% of the 13F portfolio, value $3,284,636.
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 26,468 sharesChange vs previous 13F +4,085 shares
<0.01% of the 13F portfolio, value $419,782.
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 22,383 sharesChange vs previous 13F -16,516 shares
<0.01% of the 13F portfolio, value $378,273.
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 38,899 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $659,346.
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).