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Disclosery

IEQ CAPITAL, LLC: UVE position timeline

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

IEQ CAPITAL, LLC held 13,056 UVE 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 13,056 shares
    Change vs previous 13F +2,150 shares

    <0.01% of the 13F portfolio, value $539,996.

    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 10,906 shares
    Change vs previous 13F -1,683 shares

    <0.01% of the 13F portfolio, value $372,549.

    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 12,589 shares
    Change vs previous 13F -1,755 shares

    <0.01% of the 13F portfolio, value $425,508.

    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 14,344 shares
    Change vs previous 13F -6,376 shares

    <0.01% of the 13F portfolio, value $377,247.

    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 20,720 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $574,566.

    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).