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Disclosery

IEQ CAPITAL, LLC: SCHB position timeline

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

IEQ CAPITAL, LLC held 156,331 SCHB 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 156,331 shares
    Change vs previous 13F +13,421 shares

    0.02% of the 13F portfolio, value $4,527,348.

    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 142,910 shares
    Change vs previous 13F -54,096 shares

    0.02% of the 13F portfolio, value $3,587,055.

    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 197,006 shares
    Change vs previous 13F +3,074 shares

    0.02% of the 13F portfolio, value $5,167,461.

    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 193,932 shares
    Change vs previous 13F +73,113 shares

    0.02% of the 13F portfolio, value $4,985,997.

    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 120,819 shares
    Change vs previous 13F +7,442 shares

    0.02% of the 13F portfolio, value $2,879,110.

    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 113,377 shares
    Change vs previous 13F +75,345 shares

    0.02% of the 13F portfolio, value $2,440,993.

    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 38,032 shares
    Change vs previous 13F +23,965 shares

    0.01% of the 13F portfolio, value $863,337.

    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 14,067 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $935,740.

    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).