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Disclosery

IEQ CAPITAL, LLC: OC position timeline

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

IEQ CAPITAL, LLC held 114,687 OC 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 114,687 shares
    Change vs previous 13F +22,273 shares

    0.08% of the 13F portfolio, value $18,230,681.

    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 92,414 shares
    Change vs previous 13F +39,597 shares

    0.05% of the 13F portfolio, value $10,001,031.

    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 52,817 shares
    Change vs previous 13F -27,868 shares

    0.02% of the 13F portfolio, value $5,910,688.

    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 80,685 shares
    Change vs previous 13F +34,670 shares

    0.03% of the 13F portfolio, value $11,413,704.

    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 46,015 shares
    Change vs previous 13F +36,107 shares

    0.04% of the 13F portfolio, value $6,328,027.

    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 9,908 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,415,096.

    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).