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Disclosery

IEQ CAPITAL, LLC: PFS position timeline

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

IEQ CAPITAL, LLC held 52,636 PFS 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 52,636 shares
    Change vs previous 13F -12,289 shares

    0.01% of the 13F portfolio, value $1,244,303.

    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 64,925 shares
    Change vs previous 13F +9,473 shares

    0.01% of the 13F portfolio, value $1,373,822.

    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 55,452 shares
    Change vs previous 13F -3,030 shares

    <0.01% of the 13F portfolio, value $1,095,186.

    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 58,482 shares
    Change vs previous 13F -9,645 shares

    <0.01% of the 13F portfolio, value $1,127,524.

    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 68,127 shares
    Change vs previous 13F +55,832 shares

    0.01% of the 13F portfolio, value $1,194,259.

    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 12,295 shares
    Change vs previous 13F -360 shares

    <0.01% of the 13F portfolio, value $211,112.

    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 12,655 shares
    Change vs previous 13F +2,378 shares

    <0.01% of the 13F portfolio, value $238,806.

    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 10,277 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $190,746.

    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).