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Disclosery

IEQ CAPITAL, LLC: IVW position timeline

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

IEQ CAPITAL, LLC held 266,825 IVW 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 266,825 shares
    Change vs previous 13F +2,463 shares

    0.17% of the 13F portfolio, value $36,696,514.

    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 264,362 shares
    Change vs previous 13F +3,249 shares

    0.14% of the 13F portfolio, value $29,902,033.

    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 261,113 shares
    Change vs previous 13F +111,395 shares

    0.1% of the 13F portfolio, value $32,184,781.

    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 149,718 shares
    Change vs previous 13F -2,588 shares

    0.05% of the 13F portfolio, value $18,073,966.

    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 152,306 shares
    Change vs previous 13F -109,007 shares

    0.1% of the 13F portfolio, value $16,768,900.

    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 261,313 shares
    Change vs previous 13F +109,051 shares

    0.19% of the 13F portfolio, value $24,257,645.

    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 152,262 shares
    Change vs previous 13F +256 shares

    0.15% of the 13F portfolio, value $15,459,190.

    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 152,006 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,554,545.

    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).