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
- period ended2026-06-3013F 232,570 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 77,456 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,035 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 54,749 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 133,403 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 64,657 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).