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Disclosery

IEQ CAPITAL, LLC: P position timeline

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

IEQ CAPITAL, LLC held 60,183 P 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 60,183 shares
    Change vs previous 13F -80,073 shares

    0.02% of the 13F portfolio, value $4,741,819.

    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 140,256 shares
    Change vs previous 13F -66,825 shares

    0.04% of the 13F portfolio, value $8,280,714.

    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 207,081 shares
    Change vs previous 13F +66,407 shares

    0.04% of the 13F portfolio, value $13,876,497.

    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 140,674 shares
    Change vs previous 13F +44,564 shares

    0.04% of the 13F portfolio, value $11,789,889.

    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 96,110 shares
    Change vs previous 13F +87,455 shares

    0.03% of the 13F portfolio, value $5,534,014.

    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 8,655 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $383,157.

    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 8,655 shares
    Change vs previous 13F -6,281 shares

    0.01% of the 13F portfolio, value $531,677.

    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 14,936 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $750,384.

    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).