IEQ CAPITAL, LLC: TRV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IEQ CAPITAL, LLC on TRV, newest first. How the timeline and the estimate are built.
IEQ CAPITAL, LLC held 85,289 TRV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 85,289 sharesChange vs previous 13F -5,147 shares
0.13% of the 13F portfolio, value $28,155,549.
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 90,436 sharesChange vs previous 13F +28,902 shares
0.12% of the 13F portfolio, value $26,378,440.
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 61,534 sharesChange vs previous 13F -4,208 shares
0.05% of the 13F portfolio, value $17,848,199.
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 65,742 sharesChange vs previous 13F +19,273 shares
0.06% of the 13F portfolio, value $18,356,188.
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 46,469 sharesChange vs previous 13F +11,372 shares
0.08% of the 13F portfolio, value $12,432,449.
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).
- period ended2025-03-3113F 35,097 sharesChange vs previous 13F +12,515 shares
0.07% of the 13F portfolio, value $9,281,817.
13F-HR 0001085146-25-003156 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 ended2024-12-3113F 22,582 sharesChange vs previous 13F +8,171 shares
0.05% of the 13F portfolio, value $5,439,661.
13F-HR 0001085146-25-000685 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 ended2024-09-3013F 14,411 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $3,373,832.
13F-HR 0001085146-24-005723 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).