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Disclosery

IEQ CAPITAL, LLC: OPEN position timeline

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

IEQ CAPITAL, LLC held 2,931,209 OPEN 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 2,931,209 shares
    Change vs previous 13F -8,156 shares

    0.06% of the 13F portfolio, value $13,542,186.

    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 2,939,365 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $13,756,228.

    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 2,939,365 shares
    Change vs previous 13F -228,463 shares

    0.05% of the 13F portfolio, value $17,136,498.

    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 3,167,828 shares
    Change vs previous 13F -3,518,144 shares

    0.08% of the 13F portfolio, value $25,247,589.

    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 6,685,972 shares
    Change vs previous 13F -818,402 shares

    0.02% of the 13F portfolio, value $3,563,623.

    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 7,504,374 shares
    Change vs previous 13F +165,616 shares

    0.06% of the 13F portfolio, value $7,654,461.

    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 7,338,758 shares
    Change vs previous 13F +1,075 shares

    0.11% of the 13F portfolio, value $11,742,013.

    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 7,337,683 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,675,366.

    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).