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Disclosery

IEQ CAPITAL, LLC: IUSV position timeline

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

IEQ CAPITAL, LLC held 7,963 IUSV 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 7,963 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $877,124.

    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 7,951 shares
    Change vs previous 13F -301 shares

    <0.01% of the 13F portfolio, value $812,988.

    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 8,252 shares
    Change vs previous 13F -22 shares

    <0.01% of the 13F portfolio, value $846,194.

    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 8,274 shares
    Change vs previous 13F -6,878 shares

    <0.01% of the 13F portfolio, value $826,979.

    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 15,152 shares
    Change vs previous 13F -8,576 shares

    0.01% of the 13F portfolio, value $1,433,871.

    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 23,728 shares
    Change vs previous 13F +17,342 shares

    0.02% of the 13F portfolio, value $2,189,849.

    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 6,386 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $591,236.

    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 6,377 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $608,953.

    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).