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Disclosery

IEQ CAPITAL, LLC: PTON position timeline

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

IEQ CAPITAL, LLC held 581,580 PTON 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 581,580 shares
    Change vs previous 13F +155,576 shares

    0.02% of the 13F portfolio, value $3,437,137.

    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 426,004 shares
    Change vs previous 13F +350,131 shares

    0.01% of the 13F portfolio, value $1,827,557.

    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 75,873 shares
    Change vs previous 13F +39,359 shares

    <0.01% of the 13F portfolio, value $467,379.

    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 36,514 shares
    Change vs previous 13F -723 shares

    <0.01% of the 13F portfolio, value $328,626.

    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 37,237 shares
    Change vs previous 13F -178,266 shares

    <0.01% of the 13F portfolio, value $258,425.

    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 215,503 shares
    Change vs previous 13F +154,182 shares

    0.01% of the 13F portfolio, value $1,361,979.

    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 61,321 shares
    Change vs previous 13F +28,638 shares

    0.01% of the 13F portfolio, value $533,493.

    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 32,683 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $152,956.

    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).