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Disclosery

IEQ CAPITAL, LLC: IBB position timeline

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

IEQ CAPITAL, LLC held 5,062 IBB 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 5,062 shares
    Change vs previous 13F -1,655 shares

    <0.01% of the 13F portfolio, value $962,722.

    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 6,717 shares
    Change vs previous 13F -104 shares

    0.01% of the 13F portfolio, value $1,134,166.

    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 6,821 shares
    Change vs previous 13F -649 shares

    <0.01% of the 13F portfolio, value $1,151,213.

    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 7,470 shares
    Change vs previous 13F +1,703 shares

    <0.01% of the 13F portfolio, value $1,078,480.

    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 5,767 shares
    Change vs previous 13F -302 shares

    <0.01% of the 13F portfolio, value $729,589.

    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 6,069 shares
    Change vs previous 13F +807 shares

    0.01% of the 13F portfolio, value $776,243.

    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 5,262 shares
    Change vs previous 13F -48 shares

    0.01% of the 13F portfolio, value $695,667.

    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 5,310 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $773,117.

    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).