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Disclosery

IEQ CAPITAL, LLC: IVV position timeline

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

IEQ CAPITAL, LLC held 173,789 IVV 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 173,789 shares
    Change vs previous 13F -14,170 shares

    0.6% of the 13F portfolio, value $130,148,667.

    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 187,959 shares
    Change vs previous 13F +10,745 shares

    0.57% of the 13F portfolio, value $122,776,681.

    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 177,214 shares
    Change vs previous 13F +5,110 shares

    0.36% of the 13F portfolio, value $121,381,172.

    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 172,104 shares
    Change vs previous 13F +22,169 shares

    0.35% of the 13F portfolio, value $115,189,237.

    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 149,935 shares
    Change vs previous 13F +14,935 shares

    0.57% of the 13F portfolio, value $93,094,936.

    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 135,000 shares
    Change vs previous 13F +15,072 shares

    0.6% of the 13F portfolio, value $75,856,140.

    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 119,928 shares
    Change vs previous 13F +3,468 shares

    0.68% of the 13F portfolio, value $70,599,234.

    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 116,460 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $67,176,716.

    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).