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Disclosery

IEQ CAPITAL, LLC: S position timeline

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

IEQ CAPITAL, LLC held 2,011,451 S 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 2,011,451 shares
    Change vs previous 13F -109,503 shares

    0.16% of the 13F portfolio, value $34,134,315.

    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 2,120,954 shares
    Change vs previous 13F +533,162 shares

    0.13% of the 13F portfolio, value $27,317,890.

    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 1,587,792 shares
    Change vs previous 13F +231,267 shares

    0.07% of the 13F portfolio, value $23,816,882.

    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 1,356,525 shares
    Change vs previous 13F -24,122 shares

    0.07% of the 13F portfolio, value $23,888,406.

    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 1,380,647 shares
    Change vs previous 13F +30,192 shares

    0.15% of the 13F portfolio, value $25,238,229.

    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 1,350,455 shares
    Change vs previous 13F -150,603 shares

    0.2% of the 13F portfolio, value $24,551,273.

    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 1,501,058 shares
    Change vs previous 13F +250,624 shares

    0.32% of the 13F portfolio, value $33,323,484.

    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 1,250,434 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $29,910,379.

    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).