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Disclosery

IEQ CAPITAL, LLC: SCHV position timeline

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

IEQ CAPITAL, LLC held 41,626 SCHV 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 41,626 shares
    Change vs previous 13F -26,318 shares

    0.01% of the 13F portfolio, value $1,449,008.

    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 67,944 shares
    Change vs previous 13F +571 shares

    0.01% of the 13F portfolio, value $2,072,315.

    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 67,373 shares
    Change vs previous 13F +135 shares

    0.01% of the 13F portfolio, value $1,994,898.

    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 67,238 shares
    Change vs previous 13F +176 shares

    0.01% of the 13F portfolio, value $1,957,311.

    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 67,062 shares
    Change vs previous 13F -17,390 shares

    0.01% of the 13F portfolio, value $1,855,604.

    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 84,452 shares
    Change vs previous 13F +41,019 shares

    0.02% of the 13F portfolio, value $2,244,733.

    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 43,433 shares
    Change vs previous 13F +39,313 shares

    0.01% of the 13F portfolio, value $1,132,292.

    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 4,120 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $331,124.

    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).