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Disclosery

IEQ CAPITAL, LLC: TER position timeline

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

IEQ CAPITAL, LLC held 128,353 TER 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 128,353 shares
    Change vs previous 13F -36,182 shares

    0.29% of the 13F portfolio, value $62,102,660.

    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 164,535 shares
    Change vs previous 13F +35,246 shares

    0.23% of the 13F portfolio, value $48,778,001.

    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 129,289 shares
    Change vs previous 13F +71,448 shares

    0.07% of the 13F portfolio, value $25,025,172.

    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 57,841 shares
    Change vs previous 13F +16,562 shares

    0.02% of the 13F portfolio, value $7,961,180.

    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 41,279 shares
    Change vs previous 13F -65,126 shares

    0.02% of the 13F portfolio, value $3,711,843.

    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 106,405 shares
    Change vs previous 13F +95,749 shares

    0.07% of the 13F portfolio, value $8,789,109.

    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 10,656 shares
    Change vs previous 13F -8,145 shares

    0.01% of the 13F portfolio, value $1,341,847.

    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 18,801 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,518,115.

    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).