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IEQ CAPITAL, LLC: PATH position timeline

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

IEQ CAPITAL, LLC held 723,565 PATH 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 723,565 shares
    Change vs previous 13F -368,710 shares

    0.04% of the 13F portfolio, value $7,865,152.

    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 1,092,275 shares
    Change vs previous 13F -309,239 shares

    0.06% of the 13F portfolio, value $12,124,253.

    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 1,401,514 shares
    Change vs previous 13F +8,269 shares

    0.07% of the 13F portfolio, value $22,970,814.

    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 1,393,245 shares
    Change vs previous 13F -599,469 shares

    0.06% of the 13F portfolio, value $18,641,618.

    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 1,992,714 shares
    Change vs previous 13F +191,971 shares

    0.16% of the 13F portfolio, value $25,506,739.

    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 1,800,743 shares
    Change vs previous 13F -85,161 shares

    0.15% of the 13F portfolio, value $18,547,653.

    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 1,885,904 shares
    Change vs previous 13F +431,451 shares

    0.23% of the 13F portfolio, value $23,969,840.

    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 1,454,453 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $18,616,998.

    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).