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IEQ CAPITAL, LLC: SITC position timeline

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

IEQ CAPITAL, LLC held 104,857 SITC 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 104,857 shares
    Change vs previous 13F +42,217 shares

    <0.01% of the 13F portfolio, value $416,280.

    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 62,640 shares
    Change vs previous 13F -36,567 shares

    <0.01% of the 13F portfolio, value $338,253.

    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 99,207 shares
    Change vs previous 13F +39,160 shares

    <0.01% of the 13F portfolio, value $636,906.

    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 60,047 shares
    Change vs previous 13F -14,531 shares

    <0.01% of the 13F portfolio, value $541,025.

    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 74,578 shares
    Change vs previous 13F +58,384 shares

    0.01% of the 13F portfolio, value $843,478.

    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 16,194 shares
    Change vs previous 13F -17,780 shares

    <0.01% of the 13F portfolio, value $207,931.

    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 33,974 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $519,462.

    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).