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IEQ CAPITAL, LLC: NDAQ position timeline

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

IEQ CAPITAL, LLC held 129,736 NDAQ 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 129,736 shares
    Change vs previous 13F -32,135 shares

    0.05% of the 13F portfolio, value $10,225,787.

    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 161,871 shares
    Change vs previous 13F +10,719 shares

    0.06% of the 13F portfolio, value $13,741,282.

    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 151,152 shares
    Change vs previous 13F +8,619 shares

    0.04% of the 13F portfolio, value $14,681,376.

    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 142,533 shares
    Change vs previous 13F +41,110 shares

    0.04% of the 13F portfolio, value $12,607,056.

    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 101,423 shares
    Change vs previous 13F +69,760 shares

    0.06% of the 13F portfolio, value $9,069,331.

    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 31,663 shares
    Change vs previous 13F +5,161 shares

    0.02% of the 13F portfolio, value $2,401,940.

    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 26,502 shares
    Change vs previous 13F +4,184 shares

    0.02% of the 13F portfolio, value $2,048,810.

    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 22,318 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,629,442.

    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).