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Disclosery

IEQ CAPITAL, LLC: SHBI position timeline

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

IEQ CAPITAL, LLC held 64,713 SHBI 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 64,713 shares
    Change vs previous 13F +13,504 shares

    0.01% of the 13F portfolio, value $1,485,164.

    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 51,209 shares
    Change vs previous 13F +7,991 shares

    <0.01% of the 13F portfolio, value $956,578.

    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 43,218 shares
    Change vs previous 13F +3,945 shares

    <0.01% of the 13F portfolio, value $764,088.

    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 39,273 shares
    Change vs previous 13F +19,970 shares

    <0.01% of the 13F portfolio, value $644,464.

    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 19,303 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $303,438.

    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).