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IEQ CAPITAL, LLC: PRM position timeline

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

IEQ CAPITAL, LLC held 371,588 PRM 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 371,588 shares
    Change vs previous 13F -40,551 shares

    0.06% of the 13F portfolio, value $13,247,112.

    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 412,139 shares
    Change vs previous 13F -98,857 shares

    0.05% of the 13F portfolio, value $10,064,434.

    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 510,996 shares
    Change vs previous 13F -9,330 shares

    0.04% of the 13F portfolio, value $14,067,720.

    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 520,326 shares
    Change vs previous 13F +3,986 shares

    0.04% of the 13F portfolio, value $11,650,099.

    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 516,340 shares
    Change vs previous 13F -207 shares

    0.04% of the 13F portfolio, value $7,187,453.

    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 516,547 shares
    Change vs previous 13F -7,524 shares

    0.04% of the 13F portfolio, value $5,201,628.

    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 524,071 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,697,627.

    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).