IEQ CAPITAL, LLC: IJR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IEQ CAPITAL, LLC on IJR, newest first. How the timeline and the estimate are built.
IEQ CAPITAL, LLC held 649,005 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 649,005 sharesChange vs previous 13F +21,216 shares
0.44% of the 13F portfolio, value $96,253,851.
13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 627,789 sharesChange vs previous 13F +68,362 shares
0.36% of the 13F portfolio, value $78,040,406.
13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 559,427 sharesChange vs previous 13F +22,405 shares
0.2% of the 13F portfolio, value $67,231,931.
13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 537,022 sharesChange vs previous 13F +12,495 shares
0.19% of the 13F portfolio, value $63,814,281.
13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 524,527 sharesChange vs previous 13F -285,849 shares
0.35% of the 13F portfolio, value $57,325,520.
13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 810,376 sharesChange vs previous 13F +252,551 shares
0.67% of the 13F portfolio, value $84,741,036.
13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 557,825 sharesChange vs previous 13F +12,214 shares
0.62% of the 13F portfolio, value $64,272,570.
13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 545,611 sharesChange vs previous 13F not available
0.78% of the 13F portfolio, value $63,814,714.
13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).