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Disclosery

IEQ CAPITAL, LLC: MA position timeline

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

IEQ CAPITAL, LLC held 81,773 MA 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 81,773 shares
    Change vs previous 13F -14,991 shares

    0.19% of the 13F portfolio, value $41,998,271.

    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 96,764 shares
    Change vs previous 13F -23,946 shares

    0.22% of the 13F portfolio, value $48,348,950.

    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 120,710 shares
    Change vs previous 13F -1,865 shares

    0.21% of the 13F portfolio, value $68,911,720.

    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 122,575 shares
    Change vs previous 13F +25,135 shares

    0.21% of the 13F portfolio, value $69,721,937.

    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 97,440 shares
    Change vs previous 13F +15,095 shares

    0.34% of the 13F portfolio, value $54,755,375.

    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 82,345 shares
    Change vs previous 13F -894 shares

    0.36% of the 13F portfolio, value $45,135,186.

    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 83,239 shares
    Change vs previous 13F +13,532 shares

    0.42% of the 13F portfolio, value $43,831,453.

    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 69,707 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $34,421,555.

    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).