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Disclosery

IEQ CAPITAL, LLC: ORI position timeline

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

IEQ CAPITAL, LLC held 61,335 ORI 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 61,335 shares
    Change vs previous 13F -179,499 shares

    0.01% of the 13F portfolio, value $2,509,811.

    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 240,834 shares
    Change vs previous 13F -182,503 shares

    0.04% of the 13F portfolio, value $9,609,276.

    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 423,337 shares
    Change vs previous 13F -1,335 shares

    0.06% of the 13F portfolio, value $19,321,121.

    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 424,672 shares
    Change vs previous 13F +116,588 shares

    0.05% of the 13F portfolio, value $18,035,841.

    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 308,084 shares
    Change vs previous 13F +186,173 shares

    0.07% of the 13F portfolio, value $11,842,739.

    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 121,911 shares
    Change vs previous 13F +89,006 shares

    0.04% of the 13F portfolio, value $4,781,340.

    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 32,905 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,190,828.

    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).