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Disclosery

IEQ CAPITAL, LLC: OMF position timeline

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

IEQ CAPITAL, LLC held 140,363 OMF 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 140,363 shares
    Change vs previous 13F +100,782 shares

    0.04% of the 13F portfolio, value $8,557,948.

    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 39,581 shares
    Change vs previous 13F -4,836 shares

    0.01% of the 13F portfolio, value $2,117,193.

    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 44,417 shares
    Change vs previous 13F +33,218 shares

    0.01% of the 13F portfolio, value $3,000,396.

    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 11,199 shares
    Change vs previous 13F -11,173 shares

    <0.01% of the 13F portfolio, value $632,296.

    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 22,372 shares
    Change vs previous 13F +9,173 shares

    0.01% of the 13F portfolio, value $1,275,207.

    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 13,199 shares
    Change vs previous 13F -3,994 shares

    0.01% of the 13F portfolio, value $645,166.

    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 17,193 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $896,263.

    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).