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Disclosery

IEQ CAPITAL, LLC: SIRI position timeline

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

IEQ CAPITAL, LLC held 156,252 SIRI 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 156,252 shares
    Change vs previous 13F -11,037 shares

    0.02% of the 13F portfolio, value $4,615,688.

    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 167,289 shares
    Change vs previous 13F +122,432 shares

    0.02% of the 13F portfolio, value $3,861,030.

    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 44,857 shares
    Change vs previous 13F -198,422 shares

    <0.01% of the 13F portfolio, value $896,916.

    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 243,279 shares
    Change vs previous 13F -88,462 shares

    0.02% of the 13F portfolio, value $5,662,319.

    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 331,741 shares
    Change vs previous 13F +232,374 shares

    0.05% of the 13F portfolio, value $7,620,091.

    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 99,367 shares
    Change vs previous 13F +31,788 shares

    0.02% of the 13F portfolio, value $2,240,229.

    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 67,579 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,540,809.

    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).