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Disclosery

IEQ CAPITAL, LLC: IBIT position timeline

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

IEQ CAPITAL, LLC held 223,395 IBIT 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 223,395 shares
    Change vs previous 13F +11,319 shares

    0.03% of the 13F portfolio, value $7,436,815.

    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 212,076 shares
    Change vs previous 13F -384,203 shares

    0.04% of the 13F portfolio, value $8,147,965.

    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 596,279 shares
    Change vs previous 13F +269,892 shares

    0.09% of the 13F portfolio, value $29,605,233.

    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 326,387 shares
    Change vs previous 13F +99,778 shares

    0.06% of the 13F portfolio, value $21,215,175.

    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 226,609 shares
    Change vs previous 13F +204,194 shares

    0.08% of the 13F portfolio, value $13,870,749.

    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 22,415 shares
    Change vs previous 13F +17,657 shares

    0.01% of the 13F portfolio, value $1,049,256.

    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 4,758 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $252,412.

    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).