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Disclosery

IEQ CAPITAL, LLC: IUSG position timeline

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

IEQ CAPITAL, LLC held 21,976 IUSG 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 21,976 shares
    Change vs previous 13F +437 shares

    0.02% of the 13F portfolio, value $4,133,534.

    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 21,539 shares
    Change vs previous 13F +1,444 shares

    0.02% of the 13F portfolio, value $3,340,899.

    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 20,095 shares
    Change vs previous 13F -366 shares

    0.01% of the 13F portfolio, value $3,374,668.

    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 20,461 shares
    Change vs previous 13F -2,894 shares

    0.01% of the 13F portfolio, value $3,366,626.

    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 23,355 shares
    Change vs previous 13F -5,672 shares

    0.02% of the 13F portfolio, value $3,512,537.

    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 29,027 shares
    Change vs previous 13F +8,890 shares

    0.03% of the 13F portfolio, value $3,688,757.

    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 20,137 shares
    Change vs previous 13F +77 shares

    0.03% of the 13F portfolio, value $2,806,069.

    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 20,060 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,646,160.

    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).