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Disclosery

IEQ CAPITAL, LLC: SDY position timeline

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

IEQ CAPITAL, LLC held 51,258 SDY 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 51,258 shares
    Change vs previous 13F +364 shares

    0.04% of the 13F portfolio, value $7,800,459.

    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 50,894 shares
    Change vs previous 13F +350 shares

    0.03% of the 13F portfolio, value $7,427,479.

    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 50,544 shares
    Change vs previous 13F +847 shares

    0.02% of the 13F portfolio, value $7,033,669.

    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 49,697 shares
    Change vs previous 13F -2,936 shares

    0.02% of the 13F portfolio, value $6,960,073.

    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 52,633 shares
    Change vs previous 13F -44,409 shares

    0.04% of the 13F portfolio, value $7,143,930.

    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 97,042 shares
    Change vs previous 13F +46,738 shares

    0.1% of the 13F portfolio, value $13,166,686.

    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 50,304 shares
    Change vs previous 13F +2,012 shares

    0.06% of the 13F portfolio, value $6,645,190.

    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 48,292 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,859,406.

    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).