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Disclosery

IEQ CAPITAL, LLC: NET position timeline

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

IEQ CAPITAL, LLC held 93,014 NET 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 93,014 shares
    Change vs previous 13F +43,468 shares

    0.11% of the 13F portfolio, value $22,814,424.

    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 49,546 shares
    Change vs previous 13F +13,985 shares

    0.05% of the 13F portfolio, value $10,223,432.

    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 35,561 shares
    Change vs previous 13F -11,921 shares

    0.02% of the 13F portfolio, value $7,010,956.

    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 47,482 shares
    Change vs previous 13F +13,710 shares

    0.03% of the 13F portfolio, value $10,189,295.

    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 33,772 shares
    Change vs previous 13F +18,912 shares

    0.04% of the 13F portfolio, value $6,613,630.

    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 14,860 shares
    Change vs previous 13F +11,214 shares

    0.01% of the 13F portfolio, value $1,674,607.

    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 3,646 shares
    Change vs previous 13F -9,321 shares

    <0.01% of the 13F portfolio, value $392,633.

    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 12,967 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,048,925.

    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).