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Disclosery

IEQ CAPITAL, LLC: RL position timeline

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

IEQ CAPITAL, LLC held 38,749 RL 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 38,749 shares
    Change vs previous 13F -33,375 shares

    0.07% of the 13F portfolio, value $15,554,028.

    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 72,124 shares
    Change vs previous 13F +632 shares

    0.12% of the 13F portfolio, value $24,809,732.

    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 71,492 shares
    Change vs previous 13F +13,920 shares

    0.08% of the 13F portfolio, value $25,280,298.

    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 57,572 shares
    Change vs previous 13F +3,485 shares

    0.05% of the 13F portfolio, value $18,052,465.

    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 54,087 shares
    Change vs previous 13F -636 shares

    0.09% of the 13F portfolio, value $14,835,051.

    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 54,723 shares
    Change vs previous 13F +27,693 shares

    0.1% of the 13F portfolio, value $12,079,565.

    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 27,030 shares
    Change vs previous 13F +22,850 shares

    0.06% of the 13F portfolio, value $6,243,321.

    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 4,180 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $810,435.

    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).