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Disclosery

IEQ CAPITAL, LLC: UBS position timeline

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

IEQ CAPITAL, LLC held 73,940 UBS 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 73,940 shares
    Change vs previous 13F +4,268 shares

    0.02% of the 13F portfolio, value $3,664,436.

    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 69,672 shares
    Change vs previous 13F +17,260 shares

    0.01% of the 13F portfolio, value $2,722,072.

    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 52,412 shares
    Change vs previous 13F +1,796 shares

    0.01% of the 13F portfolio, value $2,427,184.

    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 50,616 shares
    Change vs previous 13F +24,349 shares

    0.01% of the 13F portfolio, value $2,075,243.

    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 26,267 shares
    Change vs previous 13F +7,203 shares

    0.01% of the 13F portfolio, value $888,335.

    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 19,064 shares
    Change vs previous 13F +536 shares

    <0.01% of the 13F portfolio, value $583,943.

    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 18,528 shares
    Change vs previous 13F +1,192 shares

    0.01% of the 13F portfolio, value $561,783.

    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 17,336 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $535,870.

    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).