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Disclosery

IEQ CAPITAL, LLC: JEF position timeline

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

IEQ CAPITAL, LLC held 305,363 JEF 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 305,363 shares
    Change vs previous 13F +94,944 shares

    0.07% of the 13F portfolio, value $15,262,005.

    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 210,419 shares
    Change vs previous 13F -5,343 shares

    0.04% of the 13F portfolio, value $8,684,002.

    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 215,762 shares
    Change vs previous 13F +203,305 shares

    0.04% of the 13F portfolio, value $13,370,802.

    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 12,457 shares
    Change vs previous 13F -5,108 shares

    <0.01% of the 13F portfolio, value $814,944.

    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 17,565 shares
    Change vs previous 13F +3,865 shares

    0.01% of the 13F portfolio, value $960,656.

    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 13,700 shares
    Change vs previous 13F +10,084 shares

    0.01% of the 13F portfolio, value $733,898.

    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 3,616 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $283,494.

    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).