Skip to content
Disclosery

IEQ CAPITAL, LLC: PEP position timeline

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

IEQ CAPITAL, LLC held 246,261 PEP 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 246,261 shares
    Change vs previous 13F -168,827 shares

    0.15% of the 13F portfolio, value $33,343,806.

    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 415,088 shares
    Change vs previous 13F -82,407 shares

    0.3% of the 13F portfolio, value $64,458,830.

    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 497,495 shares
    Change vs previous 13F +55,983 shares

    0.21% of the 13F portfolio, value $71,400,343.

    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 441,512 shares
    Change vs previous 13F +238,481 shares

    0.19% of the 13F portfolio, value $62,005,836.

    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 203,031 shares
    Change vs previous 13F +74,122 shares

    0.16% of the 13F portfolio, value $26,808,154.

    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 128,909 shares
    Change vs previous 13F +24,904 shares

    0.15% of the 13F portfolio, value $19,328,648.

    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 104,005 shares
    Change vs previous 13F -9,714 shares

    0.15% of the 13F portfolio, value $15,814,908.

    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 113,719 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $19,337,909.

    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).