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Disclosery

IEQ CAPITAL, LLC: UBSI position timeline

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

IEQ CAPITAL, LLC held 22,564 UBSI 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 22,564 shares
    Change vs previous 13F -40,850 shares

    <0.01% of the 13F portfolio, value $1,034,114.

    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 63,414 shares
    Change vs previous 13F +19,286 shares

    0.01% of the 13F portfolio, value $2,626,623.

    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 44,128 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,694,507.

    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).