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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

  1. period ended2026-06-30
    13F 97,425 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 101,890 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 63,064 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,101 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,292 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,264 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,960 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,579 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).