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IEQ CAPITAL, LLC: PRF position timeline

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

IEQ CAPITAL, LLC held 228,572 PRF 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 228,572 shares
    Change vs previous 13F +23 shares

    0.06% of the 13F portfolio, value $12,349,711.

    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 228,549 shares
    Change vs previous 13F +77 shares

    0.05% of the 13F portfolio, value $10,862,934.

    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 228,472 shares
    Change vs previous 13F +109 shares

    0.03% of the 13F portfolio, value $10,719,903.

    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 228,363 shares
    Change vs previous 13F +6,734 shares

    0.03% of the 13F portfolio, value $10,324,297.

    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 221,629 shares
    Change vs previous 13F +81 shares

    0.06% of the 13F portfolio, value $9,368,245.

    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 221,548 shares
    Change vs previous 13F +9,878 shares

    0.07% of the 13F portfolio, value $8,952,749.

    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 211,670 shares
    Change vs previous 13F +670 shares

    0.08% of the 13F portfolio, value $8,538,767.

    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 211,000 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,572,916.

    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).