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Disclosery

IEQ CAPITAL, LLC: QUAL position timeline

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

IEQ CAPITAL, LLC held 16,623 QUAL 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 16,623 shares
    Change vs previous 13F -2,181 shares

    0.02% of the 13F portfolio, value $3,647,494.

    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 18,804 shares
    Change vs previous 13F +3,203 shares

    0.02% of the 13F portfolio, value $3,606,631.

    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 15,601 shares
    Change vs previous 13F -563 shares

    0.01% of the 13F portfolio, value $3,098,575.

    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 16,164 shares
    Change vs previous 13F +7,512 shares

    0.01% of the 13F portfolio, value $3,143,821.

    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 8,652 shares
    Change vs previous 13F +2,223 shares

    0.01% of the 13F portfolio, value $1,581,678.

    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 6,429 shares
    Change vs previous 13F +163 shares

    0.01% of the 13F portfolio, value $1,098,685.

    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 6,266 shares
    Change vs previous 13F +313 shares

    0.01% of the 13F portfolio, value $1,115,829.

    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 5,953 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,067,306.

    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).