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Disclosery

IEQ CAPITAL, LLC: IVE position timeline

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

IEQ CAPITAL, LLC held 62,242 IVE 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 62,242 shares
    Change vs previous 13F -1,256 shares

    0.07% of the 13F portfolio, value $14,132,557.

    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 63,498 shares
    Change vs previous 13F +2,467 shares

    0.06% of the 13F portfolio, value $13,407,629.

    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 61,031 shares
    Change vs previous 13F -21,281 shares

    0.04% of the 13F portfolio, value $12,942,765.

    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 82,312 shares
    Change vs previous 13F +20,650 shares

    0.05% of the 13F portfolio, value $16,998,318.

    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 61,662 shares
    Change vs previous 13F -17,738 shares

    0.07% of the 13F portfolio, value $12,049,899.

    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 79,400 shares
    Change vs previous 13F -20,507 shares

    0.12% of the 13F portfolio, value $15,132,217.

    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 99,907 shares
    Change vs previous 13F +45,525 shares

    0.18% of the 13F portfolio, value $19,070,310.

    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 54,382 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,722,570.

    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).