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Disclosery

IEQ CAPITAL, LLC: SF position timeline

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

IEQ CAPITAL, LLC held 81,332 SF 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 81,332 shares
    Change vs previous 13F -230,237 shares

    0.03% of the 13F portfolio, value $5,674,539.

    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 311,569 shares
    Change vs previous 13F +170,937 shares

    0.11% of the 13F portfolio, value $23,031,186.

    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 140,632 shares
    Change vs previous 13F +93,859 shares

    0.05% of the 13F portfolio, value $17,609,959.

    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 46,773 shares
    Change vs previous 13F +19,396 shares

    0.02% of the 13F portfolio, value $5,307,366.

    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 27,377 shares
    Change vs previous 13F -50,122 shares

    0.02% of the 13F portfolio, value $2,841,232.

    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 77,499 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,305,055.

    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).