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Disclosery

IEQ CAPITAL, LLC: NTB position timeline

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

IEQ CAPITAL, LLC held 68,214 NTB 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 68,214 shares
    Change vs previous 13F -10,925 shares

    0.02% of the 13F portfolio, value $4,058,734.

    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 79,139 shares
    Change vs previous 13F +4,920 shares

    0.02% of the 13F portfolio, value $4,153,215.

    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 74,219 shares
    Change vs previous 13F +16,026 shares

    0.01% of the 13F portfolio, value $3,697,590.

    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 58,193 shares
    Change vs previous 13F +15,826 shares

    0.01% of the 13F portfolio, value $2,497,643.

    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 42,367 shares
    Change vs previous 13F +14,815 shares

    0.01% of the 13F portfolio, value $1,876,011.

    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 27,552 shares
    Change vs previous 13F +14,062 shares

    0.01% of the 13F portfolio, value $1,072,324.

    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 13,490 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $493,060.

    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).