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Disclosery

IEQ CAPITAL, LLC: ICFI position timeline

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

IEQ CAPITAL, LLC held 41,936 ICFI 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 41,936 shares
    Change vs previous 13F +33,146 shares

    0.01% of the 13F portfolio, value $3,055,457.

    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 8,790 shares
    Change vs previous 13F -11,683 shares

    <0.01% of the 13F portfolio, value $573,889.

    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 20,473 shares
    Change vs previous 13F -13,299 shares

    0.01% of the 13F portfolio, value $1,746,334.

    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 33,772 shares
    Change vs previous 13F +16,506 shares

    0.01% of the 13F portfolio, value $3,134,047.

    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 17,266 shares
    Change vs previous 13F +13,083 shares

    0.01% of the 13F portfolio, value $1,462,603.

    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 4,183 shares
    Change vs previous 13F +1,464 shares

    <0.01% of the 13F portfolio, value $355,430.

    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 2,719 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $324,132.

    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).