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Disclosery

IEQ CAPITAL, LLC: UFCS position timeline

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

IEQ CAPITAL, LLC held 47,644 UFCS 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 47,644 shares
    Change vs previous 13F -7,148 shares

    0.01% of the 13F portfolio, value $2,498,450.

    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 54,792 shares
    Change vs previous 13F +1,824 shares

    0.01% of the 13F portfolio, value $2,030,582.

    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 52,968 shares
    Change vs previous 13F +6,963 shares

    0.01% of the 13F portfolio, value $1,925,405.

    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 46,005 shares
    Change vs previous 13F +12,984 shares

    <0.01% of the 13F portfolio, value $1,399,483.

    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 33,021 shares
    Change vs previous 13F +19,335 shares

    0.01% of the 13F portfolio, value $947,713.

    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 13,686 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $403,197.

    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).