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Disclosery

IEQ CAPITAL, LLC: PDI position timeline

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

IEQ CAPITAL, LLC held 46,840 PDI 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 46,840 shares
    Change vs previous 13F -26,043 shares

    <0.01% of the 13F portfolio, value $782,230.

    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 72,883 shares
    Change vs previous 13F +23,949 shares

    0.01% of the 13F portfolio, value $1,247,028.

    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 48,934 shares
    Change vs previous 13F +1,778 shares

    <0.01% of the 13F portfolio, value $866,627.

    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 47,156 shares
    Change vs previous 13F +35,397 shares

    <0.01% of the 13F portfolio, value $933,688.

    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 11,759 shares
    Change vs previous 13F -516,600 shares

    <0.01% of the 13F portfolio, value $223,064.

    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 528,359 shares
    Change vs previous 13F +517,500 shares

    0.08% of the 13F portfolio, value $10,461,525.

    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 10,859 shares
    Change vs previous 13F +375 shares

    <0.01% of the 13F portfolio, value $199,159.

    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 10,484 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $212,519.

    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).