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IEQ CAPITAL, LLC: UIS position timeline

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

IEQ CAPITAL, LLC held 232,570 UIS 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 232,570 shares
    Change vs previous 13F +155,114 shares

    <0.01% of the 13F portfolio, value $851,206.

    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 77,456 shares
    Change vs previous 13F +60,421 shares

    <0.01% of the 13F portfolio, value $160,334.

    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 17,035 shares
    Change vs previous 13F -37,714 shares

    <0.01% of the 13F portfolio, value $47,017.

    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 54,749 shares
    Change vs previous 13F -78,654 shares

    <0.01% of the 13F portfolio, value $213,521.

    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 133,403 shares
    Change vs previous 13F +68,746 shares

    <0.01% of the 13F portfolio, value $604,315.

    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 64,657 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $296,776.

    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).