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Disclosery

IEQ CAPITAL, LLC: QS position timeline

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

IEQ CAPITAL, LLC held 38,688 QS 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 38,688 shares
    Change vs previous 13F -6,453 shares

    <0.01% of the 13F portfolio, value $292,481.

    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 45,141 shares
    Change vs previous 13F +300 shares

    <0.01% of the 13F portfolio, value $288,000.

    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 44,841 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $467,243.

    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 44,841 shares
    Change vs previous 13F -52,084 shares

    <0.01% of the 13F portfolio, value $552,441.

    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 96,925 shares
    Change vs previous 13F +10,305 shares

    <0.01% of the 13F portfolio, value $651,336.

    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 86,620 shares
    Change vs previous 13F -750 shares

    <0.01% of the 13F portfolio, value $360,339.

    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 87,370 shares
    Change vs previous 13F +2,200 shares

    <0.01% of the 13F portfolio, value $453,450.

    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 85,170 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $489,728.

    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).