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Disclosery

IEQ CAPITAL, LLC: ITOT position timeline

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

IEQ CAPITAL, LLC held 50,933 ITOT 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 50,933 shares
    Change vs previous 13F -20,968 shares

    0.04% of the 13F portfolio, value $8,366,589.

    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 71,901 shares
    Change vs previous 13F -19 shares

    0.05% of the 13F portfolio, value $10,240,729.

    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 71,920 shares
    Change vs previous 13F -642 shares

    0.03% of the 13F portfolio, value $10,693,803.

    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 72,562 shares
    Change vs previous 13F +27,331 shares

    0.03% of the 13F portfolio, value $10,568,651.

    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 45,231 shares
    Change vs previous 13F +11,476 shares

    0.04% of the 13F portfolio, value $6,108,058.

    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 33,755 shares
    Change vs previous 13F +279 shares

    0.03% of the 13F portfolio, value $4,118,466.

    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 33,476 shares
    Change vs previous 13F +3,138 shares

    0.04% of the 13F portfolio, value $4,305,664.

    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 30,338 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,811,116.

    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).