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Disclosery

IEQ CAPITAL, LLC: UPBD position timeline

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

IEQ CAPITAL, LLC held 1,770,257 UPBD 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 1,770,257 shares
    Change vs previous 13F -2,133,429 shares

    0.17% of the 13F portfolio, value $37,564,853.

    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 3,903,686 shares
    Change vs previous 13F -197,547 shares

    0.33% of the 13F portfolio, value $70,461,532.

    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 4,101,233 shares
    Change vs previous 13F -21,894 shares

    0.22% of the 13F portfolio, value $72,017,651.

    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 4,123,127 shares
    Change vs previous 13F -411,987 shares

    0.3% of the 13F portfolio, value $97,429,499.

    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 4,535,114 shares
    Change vs previous 13F +3,801,043 shares

    0.7% of the 13F portfolio, value $113,831,361.

    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 734,071 shares
    Change vs previous 13F -14,885 shares

    0.14% of the 13F portfolio, value $17,588,341.

    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).

  7. period ended2024-12-31
    13F 748,956 shares
    Change vs previous 13F -7,542 shares

    0.21% of the 13F portfolio, value $21,847,047.

    13F-HR 0001085146-25-000685 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).

  8. period ended2024-09-30
    13F 756,498 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $24,200,371.

    13F-HR 0001085146-24-005723 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).