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IEQ CAPITAL, LLC: MKTX position timeline

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

IEQ CAPITAL, LLC held 16,146 MKTX 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 16,146 shares
    Change vs previous 13F -157,745 shares

    0.01% of the 13F portfolio, value $1,832,419.

    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 173,891 shares
    Change vs previous 13F -15,435 shares

    0.13% of the 13F portfolio, value $28,688,549.

    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 189,326 shares
    Change vs previous 13F +156,664 shares

    0.1% of the 13F portfolio, value $34,315,393.

    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 32,662 shares
    Change vs previous 13F -28,973 shares

    0.02% of the 13F portfolio, value $5,691,393.

    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 61,635 shares
    Change vs previous 13F +49,978 shares

    0.08% of the 13F portfolio, value $13,765,466.

    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 11,657 shares
    Change vs previous 13F +1,690 shares

    0.02% of the 13F portfolio, value $2,522,060.

    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 9,967 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,252,860.

    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).