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Disclosery

IEQ CAPITAL, LLC: OEF position timeline

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

IEQ CAPITAL, LLC held 619,212 OEF 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 619,212 shares
    Change vs previous 13F -96,202 shares

    1.04% of the 13F portfolio, value $226,551,098.

    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 715,414 shares
    Change vs previous 13F +11,910 shares

    1.06% of the 13F portfolio, value $227,551,528.

    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 703,504 shares
    Change vs previous 13F -4,735 shares

    0.72% of the 13F portfolio, value $241,280,542.

    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 708,239 shares
    Change vs previous 13F -15,884 shares

    0.72% of the 13F portfolio, value $235,730,328.

    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 724,123 shares
    Change vs previous 13F -81,724 shares

    1.35% of the 13F portfolio, value $220,386,983.

    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 805,847 shares
    Change vs previous 13F +4,079 shares

    1.74% of the 13F portfolio, value $218,247,660.

    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 801,768 shares
    Change vs previous 13F -9,717 shares

    2.24% of the 13F portfolio, value $231,590,653.

    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 811,485 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $224,586,392.

    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).