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Disclosery

IEQ CAPITAL, LLC: OPTU position timeline

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

IEQ CAPITAL, LLC held 534,137 OPTU 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 534,137 shares
    Change vs previous 13F +447,343 shares

    <0.01% of the 13F portfolio, value $774,498.

    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 86,794 shares
    Change vs previous 13F +16,542 shares

    <0.01% of the 13F portfolio, value $112,832.

    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 70,252 shares
    Change vs previous 13F +7,576 shares

    <0.01% of the 13F portfolio, value $115,916.

    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 62,676 shares
    Change vs previous 13F +8,890 shares

    <0.01% of the 13F portfolio, value $151,049.

    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 53,786 shares
    Change vs previous 13F +43,589 shares

    <0.01% of the 13F portfolio, value $115,102.

    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 10,197 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,124.

    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).