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Disclosery

IEQ CAPITAL, LLC: SPY position timeline

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

IEQ CAPITAL, LLC held 701,535 SPY 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 701,535 shares
    Change vs previous 13F -161,497 shares

    2.42% of the 13F portfolio, value $523,885,514.

    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 863,032 shares
    Change vs previous 13F -283,246 shares

    2.61% of the 13F portfolio, value $561,264,568.

    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 1,146,278 shares
    Change vs previous 13F +57,146 shares

    2.34% of the 13F portfolio, value $781,670,413.

    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 1,089,132 shares
    Change vs previous 13F +372,117 shares

    2.2% of the 13F portfolio, value $725,557,330.

    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 717,015 shares
    Change vs previous 13F -207,190 shares

    2.71% of the 13F portfolio, value $443,008,437.

    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 924,205 shares
    Change vs previous 13F +295,545 shares

    4.11% of the 13F portfolio, value $517,004,997.

    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 628,660 shares
    Change vs previous 13F +31,330 shares

    3.56% of the 13F portfolio, value $368,444,208.

    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 597,330 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $342,724,471.

    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).