IEQ CAPITAL, LLC: UE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IEQ CAPITAL, LLC on UE, newest first. How the timeline and the estimate are built.
IEQ CAPITAL, LLC held 23,288 UE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 23,288 sharesChange vs previous 13F +1,900 shares
<0.01% of the 13F portfolio, value $532,837.
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 21,388 sharesChange vs previous 13F +5,357 shares
<0.01% of the 13F portfolio, value $427,336.
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 16,031 sharesChange vs previous 13F +1,611 shares
<0.01% of the 13F portfolio, value $307,635.
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 14,420 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $295,186.
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).