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Disclosery

IEQ CAPITAL, LLC: OTF position timeline

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

IEQ CAPITAL, LLC held 273,177 OTF 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 273,177 shares
    Change vs previous 13F -95,110 shares

    0.01% of the 13F portfolio, value $2,827,386.

    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 368,287 shares
    Change vs previous 13F +129,424 shares

    0.02% of the 13F portfolio, value $4,563,072.

    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 238,863 shares
    Change vs previous 13F +143,911 shares

    0.01% of the 13F portfolio, value $3,473,067.

    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 94,952 shares
    Change vs previous 13F +57,965 shares

    <0.01% of the 13F portfolio, value $1,312,233.

    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 36,987 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $564,052.

    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).