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Disclosery

IEQ CAPITAL, LLC: POR position timeline

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

IEQ CAPITAL, LLC held 133,023 POR 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 133,023 shares
    Change vs previous 13F +14,267 shares

    0.03% of the 13F portfolio, value $6,894,548.

    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 118,756 shares
    Change vs previous 13F +12,704 shares

    0.03% of the 13F portfolio, value $6,266,735.

    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 106,052 shares
    Change vs previous 13F +47,381 shares

    0.02% of the 13F portfolio, value $5,089,471.

    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 58,671 shares
    Change vs previous 13F +46,417 shares

    0.01% of the 13F portfolio, value $2,581,536.

    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 12,254 shares
    Change vs previous 13F -6,950 shares

    <0.01% of the 13F portfolio, value $497,892.

    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 19,204 shares
    Change vs previous 13F +11,579 shares

    0.01% of the 13F portfolio, value $856,513.

    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 7,625 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $332,593.

    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).