IEQ CAPITAL, LLC: SU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IEQ CAPITAL, LLC on SU, newest first. How the timeline and the estimate are built.
IEQ CAPITAL, LLC held 17,776 SU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 17,776 sharesChange vs previous 13F -1,780 shares
<0.01% of the 13F portfolio, value $954,213.
13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,556 sharesChange vs previous 13F +2,019 shares
0.01% of the 13F portfolio, value $1,292,834.
13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,537 sharesChange vs previous 13F +1,215 shares
<0.01% of the 13F portfolio, value $777,960.
13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,322 sharesChange vs previous 13F +9,858 shares
<0.01% of the 13F portfolio, value $682,419.
13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,464 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $242,090.
13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).