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Disclosery

IEQ CAPITAL, LLC: IQV position timeline

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

IEQ CAPITAL, LLC held 88,387 IQV 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 88,387 shares
    Change vs previous 13F -7,680 shares

    0.08% of the 13F portfolio, value $17,078,231.

    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 96,067 shares
    Change vs previous 13F -56,308 shares

    0.08% of the 13F portfolio, value $16,383,306.

    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 152,375 shares
    Change vs previous 13F +35,378 shares

    0.1% of the 13F portfolio, value $34,347,016.

    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 116,997 shares
    Change vs previous 13F +26,173 shares

    0.07% of the 13F portfolio, value $22,222,395.

    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 90,824 shares
    Change vs previous 13F +49,160 shares

    0.09% of the 13F portfolio, value $14,312,954.

    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 41,664 shares
    Change vs previous 13F +143 shares

    0.06% of the 13F portfolio, value $7,345,356.

    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 41,521 shares
    Change vs previous 13F +21,706 shares

    0.08% of the 13F portfolio, value $8,159,250.

    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 19,815 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,695,534.

    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).