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Disclosery

IEQ CAPITAL, LLC: IEFA position timeline

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

IEQ CAPITAL, LLC held 261,365 IEFA 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 261,365 shares
    Change vs previous 13F -6,813 shares

    0.12% of the 13F portfolio, value $25,242,611.

    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 268,178 shares
    Change vs previous 13F +20,558 shares

    0.11% of the 13F portfolio, value $24,278,162.

    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 247,620 shares
    Change vs previous 13F -2,616 shares

    0.07% of the 13F portfolio, value $22,152,081.

    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 250,236 shares
    Change vs previous 13F +21,259 shares

    0.07% of the 13F portfolio, value $21,848,043.

    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 228,977 shares
    Change vs previous 13F +20,372 shares

    0.12% of the 13F portfolio, value $19,114,941.

    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 208,605 shares
    Change vs previous 13F +33,361 shares

    0.13% of the 13F portfolio, value $15,780,957.

    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 175,244 shares
    Change vs previous 13F +182 shares

    0.12% of the 13F portfolio, value $12,316,146.

    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 175,062 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,663,533.

    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).