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IEQ CAPITAL, LLC: OSBC position timeline

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

IEQ CAPITAL, LLC held 50,309 OSBC 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 50,309 shares
    Change vs previous 13F -2,198 shares

    0.01% of the 13F portfolio, value $1,173,211.

    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 52,507 shares
    Change vs previous 13F -4,758 shares

    <0.01% of the 13F portfolio, value $1,058,545.

    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 57,265 shares
    Change vs previous 13F +3,991 shares

    <0.01% of the 13F portfolio, value $1,116,672.

    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 53,274 shares
    Change vs previous 13F +22,495 shares

    <0.01% of the 13F portfolio, value $920,844.

    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 30,779 shares
    Change vs previous 13F +1,116 shares

    <0.01% of the 13F portfolio, value $546,021.

    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 29,663 shares
    Change vs previous 13F +16,742 shares

    <0.01% of the 13F portfolio, value $493,592.

    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 12,921 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $229,735.

    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).