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Disclosery

IEQ CAPITAL, LLC: IT position timeline

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

IEQ CAPITAL, LLC held 144,808 IT 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 144,808 shares
    Change vs previous 13F -17,628 shares

    0.09% of the 13F portfolio, value $18,770,006.

    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 162,436 shares
    Change vs previous 13F +39,819 shares

    0.12% of the 13F portfolio, value $25,720,118.

    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 122,617 shares
    Change vs previous 13F +65,649 shares

    0.09% of the 13F portfolio, value $30,933,929.

    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 56,968 shares
    Change vs previous 13F +40,374 shares

    0.05% of the 13F portfolio, value $14,975,274.

    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 16,594 shares
    Change vs previous 13F +11,130 shares

    0.04% of the 13F portfolio, value $6,707,808.

    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 5,464 shares
    Change vs previous 13F -1,095 shares

    0.02% of the 13F portfolio, value $2,293,647.

    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 6,559 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $3,177,856.

    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 6,552 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,320,392.

    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).