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Disclosery

IEQ CAPITAL, LLC: SHOP position timeline

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

IEQ CAPITAL, LLC held 48,341 SHOP 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 48,341 shares
    Change vs previous 13F -5,954 shares

    0.03% of the 13F portfolio, value $5,519,563.

    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 54,295 shares
    Change vs previous 13F -2,328 shares

    0.03% of the 13F portfolio, value $6,440,488.

    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 56,623 shares
    Change vs previous 13F +710 shares

    0.03% of the 13F portfolio, value $9,114,500.

    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 55,913 shares
    Change vs previous 13F +14,396 shares

    0.03% of the 13F portfolio, value $8,309,233.

    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 41,517 shares
    Change vs previous 13F +7,446 shares

    0.03% of the 13F portfolio, value $4,788,984.

    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 34,071 shares
    Change vs previous 13F +222 shares

    0.03% of the 13F portfolio, value $3,253,098.

    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 33,849 shares
    Change vs previous 13F -711 shares

    0.03% of the 13F portfolio, value $3,599,163.

    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 34,560 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,769,638.

    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).