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Disclosery

IEQ CAPITAL, LLC: SCHA position timeline

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

IEQ CAPITAL, LLC held 103,998 SCHA 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 103,998 shares
    Change vs previous 13F +6,402 shares

    0.02% of the 13F portfolio, value $3,757,461.

    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 97,596 shares
    Change vs previous 13F +8,539 shares

    0.01% of the 13F portfolio, value $2,838,104.

    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 89,057 shares
    Change vs previous 13F +5,499 shares

    0.01% of the 13F portfolio, value $2,536,359.

    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 83,558 shares
    Change vs previous 13F +5,703 shares

    0.01% of the 13F portfolio, value $2,331,258.

    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 77,855 shares
    Change vs previous 13F +16,817 shares

    0.01% of the 13F portfolio, value $1,969,726.

    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 61,038 shares
    Change vs previous 13F -5,232 shares

    0.01% of the 13F portfolio, value $1,430,119.

    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 66,270 shares
    Change vs previous 13F +51,304 shares

    0.02% of the 13F portfolio, value $1,713,753.

    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 14,966 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $770,731.

    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).