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Disclosery

IEQ CAPITAL, LLC: IVOO position timeline

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

IEQ CAPITAL, LLC held 7,101 IVOO 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 7,101 shares
    Change vs previous 13F -5,773 shares

    <0.01% of the 13F portfolio, value $926,031.

    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 12,874 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $1,471,800.

    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 12,888 shares
    Change vs previous 13F +149 shares

    <0.01% of the 13F portfolio, value $1,440,866.

    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 12,739 shares
    Change vs previous 13F +1,722 shares

    <0.01% of the 13F portfolio, value $1,406,090.

    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 11,017 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,156,569.

    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).