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IEQ CAPITAL, LLC: TOST position timeline

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

IEQ CAPITAL, LLC held 115,685 TOST 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 115,685 shares
    Change vs previous 13F -1,696 shares

    0.01% of the 13F portfolio, value $3,218,357.

    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 117,381 shares
    Change vs previous 13F -118,800 shares

    0.01% of the 13F portfolio, value $3,111,770.

    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 236,181 shares
    Change vs previous 13F -19,498 shares

    0.03% of the 13F portfolio, value $8,386,787.

    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 255,679 shares
    Change vs previous 13F -84,418 shares

    0.03% of the 13F portfolio, value $9,334,838.

    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 340,097 shares
    Change vs previous 13F +95,988 shares

    0.09% of the 13F portfolio, value $15,062,896.

    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 244,109 shares
    Change vs previous 13F +5,753 shares

    0.06% of the 13F portfolio, value $8,097,096.

    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 238,356 shares
    Change vs previous 13F -473,343 shares

    0.08% of the 13F portfolio, value $8,688,076.

    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 711,699 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $20,148,199.

    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).