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Disclosery

IEQ CAPITAL, LLC: HTLD position timeline

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

IEQ CAPITAL, LLC held 16,422 HTLD 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 16,422 shares
    Change vs previous 13F -14,715 shares

    <0.01% of the 13F portfolio, value $249,948.

    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 31,137 shares
    Change vs previous 13F +7,120 shares

    <0.01% of the 13F portfolio, value $323,824.

    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 24,017 shares
    Change vs previous 13F -12,124 shares

    <0.01% of the 13F portfolio, value $216,869.

    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 36,141 shares
    Change vs previous 13F -8,044 shares

    <0.01% of the 13F portfolio, value $302,863.

    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 44,185 shares
    Change vs previous 13F +6,155 shares

    <0.01% of the 13F portfolio, value $381,758.

    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 38,030 shares
    Change vs previous 13F +24,804 shares

    <0.01% of the 13F portfolio, value $350,637.

    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 13,226 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $148,398.

    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).