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Disclosery

IEQ CAPITAL, LLC: SPOT position timeline

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

IEQ CAPITAL, LLC held 47,512 SPOT 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 47,512 shares
    Change vs previous 13F -8,416 shares

    0.1% of the 13F portfolio, value $21,814,133.

    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 55,928 shares
    Change vs previous 13F +5,286 shares

    0.13% of the 13F portfolio, value $27,120,231.

    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 50,642 shares
    Change vs previous 13F -3,256 shares

    0.09% of the 13F portfolio, value $29,408,820.

    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 53,898 shares
    Change vs previous 13F +15,548 shares

    0.11% of the 13F portfolio, value $37,621,110.

    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 38,350 shares
    Change vs previous 13F +1,969 shares

    0.18% of the 13F portfolio, value $29,427,605.

    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 36,381 shares
    Change vs previous 13F +4,864 shares

    0.16% of the 13F portfolio, value $20,010,642.

    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 31,517 shares
    Change vs previous 13F +1,553 shares

    0.14% of the 13F portfolio, value $14,100,087.

    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 29,964 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,042,642.

    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).