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IEQ CAPITAL, LLC: INVH position timeline

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

IEQ CAPITAL, LLC held 71,909 INVH 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 71,909 shares
    Change vs previous 13F +47,215 shares

    0.01% of the 13F portfolio, value $2,172,362.

    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 24,694 shares
    Change vs previous 13F -213,324 shares

    <0.01% of the 13F portfolio, value $613,646.

    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 238,018 shares
    Change vs previous 13F +110,944 shares

    0.02% of the 13F portfolio, value $6,614,515.

    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 127,074 shares
    Change vs previous 13F -108,902 shares

    0.01% of the 13F portfolio, value $3,727,094.

    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 235,976 shares
    Change vs previous 13F +223,109 shares

    0.05% of the 13F portfolio, value $7,740,001.

    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 12,867 shares
    Change vs previous 13F +1,062 shares

    <0.01% of the 13F portfolio, value $448,398.

    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 11,805 shares
    Change vs previous 13F -6,024 shares

    <0.01% of the 13F portfolio, value $377,394.

    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 17,829 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $628,652.

    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).