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Disclosery

IEQ CAPITAL, LLC: MD position timeline

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

IEQ CAPITAL, LLC held 31,950 MD 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 31,950 shares
    Change vs previous 13F -7,131 shares

    <0.01% of the 13F portfolio, value $809,294.

    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 39,081 shares
    Change vs previous 13F -20,454 shares

    <0.01% of the 13F portfolio, value $835,943.

    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 59,535 shares
    Change vs previous 13F +16,079 shares

    <0.01% of the 13F portfolio, value $1,273,453.

    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 43,456 shares
    Change vs previous 13F +10,105 shares

    <0.01% of the 13F portfolio, value $727,888.

    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 33,351 shares
    Change vs previous 13F -18,830 shares

    <0.01% of the 13F portfolio, value $478,587.

    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 52,181 shares
    Change vs previous 13F +11,331 shares

    0.01% of the 13F portfolio, value $756,103.

    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 40,850 shares
    Change vs previous 13F +13,233 shares

    0.01% of the 13F portfolio, value $535,952.

    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 27,617 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $320,081.

    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).