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Disclosery

IEQ CAPITAL, LLC: MO position timeline

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

IEQ CAPITAL, LLC held 137,401 MO 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 137,401 shares
    Change vs previous 13F +120,889 shares

    0.05% of the 13F portfolio, value $9,886,007.

    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 16,512 shares
    Change vs previous 13F -136,177 shares

    0.01% of the 13F portfolio, value $1,089,614.

    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 152,689 shares
    Change vs previous 13F -41,688 shares

    0.03% of the 13F portfolio, value $8,804,064.

    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 194,377 shares
    Change vs previous 13F +178,341 shares

    0.04% of the 13F portfolio, value $12,840,597.

    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 16,036 shares
    Change vs previous 13F -11,714 shares

    0.01% of the 13F portfolio, value $940,177.

    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 27,750 shares
    Change vs previous 13F -19,847 shares

    0.01% of the 13F portfolio, value $1,665,548.

    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 47,597 shares
    Change vs previous 13F -27,608 shares

    0.02% of the 13F portfolio, value $2,488,834.

    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 75,205 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,838,486.

    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).