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Disclosery

IEQ CAPITAL, LLC: MSCI position timeline

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

IEQ CAPITAL, LLC held 22,717 MSCI 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 22,717 shares
    Change vs previous 13F -6,618 shares

    0.06% of the 13F portfolio, value $12,722,626.

    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 29,335 shares
    Change vs previous 13F +6,960 shares

    0.07% of the 13F portfolio, value $15,812,193.

    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 22,375 shares
    Change vs previous 13F -7,575 shares

    0.04% of the 13F portfolio, value $12,837,160.

    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 29,950 shares
    Change vs previous 13F +439 shares

    0.05% of the 13F portfolio, value $16,994,049.

    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 29,511 shares
    Change vs previous 13F -6,182 shares

    0.1% of the 13F portfolio, value $17,020,065.

    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 35,693 shares
    Change vs previous 13F +23,385 shares

    0.16% of the 13F portfolio, value $20,184,523.

    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 12,308 shares
    Change vs previous 13F +6,072 shares

    0.07% of the 13F portfolio, value $7,384,963.

    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 6,236 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,634,579.

    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).