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Disclosery

IEQ CAPITAL, LLC: MAX position timeline

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

IEQ CAPITAL, LLC held 15,367 MAX 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 15,367 shares
    Change vs previous 13F -17,554 shares

    <0.01% of the 13F portfolio, value $193,163.

    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 32,921 shares
    Change vs previous 13F -55,215 shares

    <0.01% of the 13F portfolio, value $306,165.

    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 88,136 shares
    Change vs previous 13F +8,579 shares

    <0.01% of the 13F portfolio, value $1,141,362.

    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 79,557 shares
    Change vs previous 13F +34,979 shares

    <0.01% of the 13F portfolio, value $905,358.

    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 44,578 shares
    Change vs previous 13F +15,365 shares

    <0.01% of the 13F portfolio, value $488,129.

    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 29,213 shares
    Change vs previous 13F +14,217 shares

    <0.01% of the 13F portfolio, value $269,928.

    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 14,996 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $169,305.

    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).