IEQ CAPITAL, LLC: IRM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IEQ CAPITAL, LLC on IRM, newest first. How the timeline and the estimate are built.
IEQ CAPITAL, LLC held 97,425 IRM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 97,425 sharesChange vs previous 13F -4,465 shares
0.06% of the 13F portfolio, value $12,305,706.
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 101,890 sharesChange vs previous 13F +38,826 shares
0.05% of the 13F portfolio, value $10,406,979.
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 63,064 sharesChange vs previous 13F +59,963 shares
0.02% of the 13F portfolio, value $5,231,181.
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 3,101 sharesChange vs previous 13F -3,191 shares
<0.01% of the 13F portfolio, value $316,100.
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 6,292 sharesChange vs previous 13F -11,972 shares
<0.01% of the 13F portfolio, value $645,319.
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 18,264 sharesChange vs previous 13F +1,304 shares
0.01% of the 13F portfolio, value $1,571,448.
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 16,960 sharesChange vs previous 13F -1,619 shares
0.02% of the 13F portfolio, value $1,782,724.
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 18,579 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $2,207,751.
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).