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IEQ CAPITAL, LLC: NU position timeline

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

IEQ CAPITAL, LLC held 703,804 NU 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 703,804 shares
    Change vs previous 13F -3,594,756 shares

    0.04% of the 13F portfolio, value $9,402,821.

    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 4,298,560 shares
    Change vs previous 13F -275,828 shares

    0.29% of the 13F portfolio, value $61,770,308.

    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 4,574,388 shares
    Change vs previous 13F -272,972 shares

    0.23% of the 13F portfolio, value $76,575,255.

    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 4,847,360 shares
    Change vs previous 13F -861 shares

    0.24% of the 13F portfolio, value $77,606,234.

    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 4,848,221 shares
    Change vs previous 13F +1,144,664 shares

    0.41% of the 13F portfolio, value $66,517,592.

    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 3,703,557 shares
    Change vs previous 13F -121,970 shares

    0.3% of the 13F portfolio, value $37,924,423.

    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 3,825,527 shares
    Change vs previous 13F -504,392 shares

    0.38% of the 13F portfolio, value $39,632,459.

    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 4,329,919 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $59,103,395.

    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).