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Disclosery

IEQ CAPITAL, LLC: PM position timeline

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

IEQ CAPITAL, LLC held 163,197 PM 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 163,197 shares
    Change vs previous 13F +21,483 shares

    0.14% of the 13F portfolio, value $29,523,917.

    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 141,714 shares
    Change vs previous 13F -13,934 shares

    0.11% of the 13F portfolio, value $23,431,059.

    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 155,648 shares
    Change vs previous 13F -9,526 shares

    0.07% of the 13F portfolio, value $24,965,757.

    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 165,174 shares
    Change vs previous 13F -15,730 shares

    0.08% of the 13F portfolio, value $26,791,219.

    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 180,904 shares
    Change vs previous 13F +68,131 shares

    0.2% of the 13F portfolio, value $32,948,016.

    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 112,773 shares
    Change vs previous 13F +19,668 shares

    0.14% of the 13F portfolio, value $17,900,512.

    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 93,105 shares
    Change vs previous 13F +39,215 shares

    0.11% of the 13F portfolio, value $11,205,115.

    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 53,890 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,542,361.

    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).