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Disclosery

IEQ CAPITAL, LLC: PSO position timeline

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

IEQ CAPITAL, LLC held 41,459 PSO 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 41,459 shares
    Change vs previous 13F +628 shares

    <0.01% of the 13F portfolio, value $658,781.

    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 40,831 shares
    Change vs previous 13F +16,990 shares

    <0.01% of the 13F portfolio, value $536,113.

    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 23,841 shares
    Change vs previous 13F +11,683 shares

    <0.01% of the 13F portfolio, value $334,731.

    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 12,158 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $172,154.

    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).