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Disclosery

IEQ CAPITAL, LLC: OIS position timeline

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

IEQ CAPITAL, LLC held 108,122 OIS 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 108,122 shares
    Change vs previous 13F -46,476 shares

    <0.01% of the 13F portfolio, value $866,057.

    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 154,598 shares
    Change vs previous 13F +6,143 shares

    0.01% of the 13F portfolio, value $1,799,520.

    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 148,455 shares
    Change vs previous 13F +32,364 shares

    <0.01% of the 13F portfolio, value $1,005,040.

    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 116,091 shares
    Change vs previous 13F +33,296 shares

    <0.01% of the 13F portfolio, value $703,511.

    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 82,795 shares
    Change vs previous 13F +22,966 shares

    <0.01% of the 13F portfolio, value $443,781.

    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 59,829 shares
    Change vs previous 13F +49,212 shares

    <0.01% of the 13F portfolio, value $308,119.

    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 10,617 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $53,722.

    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).