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Disclosery

IEQ CAPITAL, LLC: TFC position timeline

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

IEQ CAPITAL, LLC held 4,543 TFC 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 4,543 shares
    Change vs previous 13F -91,768 shares

    <0.01% of the 13F portfolio, value $226,307.

    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 96,311 shares
    Change vs previous 13F +3,760 shares

    0.02% of the 13F portfolio, value $4,427,467.

    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 92,551 shares
    Change vs previous 13F -77,128 shares

    0.01% of the 13F portfolio, value $4,554,457.

    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 169,679 shares
    Change vs previous 13F +30,009 shares

    0.02% of the 13F portfolio, value $7,757,736.

    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 139,670 shares
    Change vs previous 13F +54,572 shares

    0.04% of the 13F portfolio, value $6,004,395.

    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 85,098 shares
    Change vs previous 13F -30,972 shares

    0.03% of the 13F portfolio, value $3,501,779.

    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 116,070 shares
    Change vs previous 13F +57,429 shares

    0.05% of the 13F portfolio, value $5,035,103.

    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 58,641 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,508,075.

    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).