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Disclosery

IEQ CAPITAL, LLC: PD position timeline

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

IEQ CAPITAL, LLC held 405,999 PD 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 405,999 shares
    Change vs previous 13F +150,285 shares

    0.02% of the 13F portfolio, value $3,917,888.

    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 255,714 shares
    Change vs previous 13F +178,132 shares

    0.01% of the 13F portfolio, value $1,587,983.

    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 77,582 shares
    Change vs previous 13F -149,359 shares

    <0.01% of the 13F portfolio, value $1,017,097.

    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 226,941 shares
    Change vs previous 13F +107,689 shares

    0.01% of the 13F portfolio, value $3,749,062.

    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 119,252 shares
    Change vs previous 13F +49,470 shares

    0.01% of the 13F portfolio, value $1,822,167.

    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 69,782 shares
    Change vs previous 13F +3,499 shares

    0.01% of the 13F portfolio, value $1,274,913.

    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 66,283 shares
    Change vs previous 13F -38,590 shares

    0.01% of the 13F portfolio, value $1,210,323.

    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 104,873 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,945,390.

    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).