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IEQ CAPITAL, LLC: RY position timeline

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

IEQ CAPITAL, LLC held 19,915 RY 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 19,915 shares
    Change vs previous 13F +130 shares

    0.02% of the 13F portfolio, value $4,121,910.

    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 19,785 shares
    Change vs previous 13F +2,168 shares

    0.01% of the 13F portfolio, value $3,200,714.

    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 17,617 shares
    Change vs previous 13F +2,809 shares

    0.01% of the 13F portfolio, value $3,003,489.

    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 14,808 shares
    Change vs previous 13F +9,593 shares

    0.01% of the 13F portfolio, value $2,181,548.

    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 5,215 shares
    Change vs previous 13F +2,749 shares

    <0.01% of the 13F portfolio, value $686,020.

    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 2,466 shares
    Change vs previous 13F -752 shares

    <0.01% of the 13F portfolio, value $277,933.

    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 3,218 shares
    Change vs previous 13F +359 shares

    <0.01% of the 13F portfolio, value $387,796.

    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 2,859 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $356,616.

    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).