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IEQ CAPITAL, LLC: SAN position timeline

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

IEQ CAPITAL, LLC held 332,187 SAN 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 332,187 shares
    Change vs previous 13F -3,040 shares

    0.02% of the 13F portfolio, value $4,584,191.

    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 335,227 shares
    Change vs previous 13F -138,883 shares

    0.02% of the 13F portfolio, value $3,781,359.

    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 474,110 shares
    Change vs previous 13F +251,815 shares

    0.02% of the 13F portfolio, value $5,561,315.

    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 222,295 shares
    Change vs previous 13F +93,486 shares

    0.01% of the 13F portfolio, value $2,329,651.

    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 128,809 shares
    Change vs previous 13F +18,271 shares

    0.01% of the 13F portfolio, value $1,069,119.

    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 110,538 shares
    Change vs previous 13F +8,625 shares

    0.01% of the 13F portfolio, value $740,609.

    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 101,913 shares
    Change vs previous 13F +12,941 shares

    <0.01% of the 13F portfolio, value $464,727.

    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 88,972 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $453,761.

    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).