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IEQ CAPITAL, LLC: VBR position timeline

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

IEQ CAPITAL, LLC held 20,112 VBR 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 20,112 shares
    Change vs previous 13F -7,719 shares

    0.02% of the 13F portfolio, value $4,887,076.

    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 27,831 shares
    Change vs previous 13F -4,604 shares

    0.03% of the 13F portfolio, value $6,046,174.

    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 32,435 shares
    Change vs previous 13F -13,658 shares

    0.02% of the 13F portfolio, value $6,869,362.

    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 46,093 shares
    Change vs previous 13F +22,663 shares

    0.03% of the 13F portfolio, value $9,619,984.

    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 23,430 shares
    Change vs previous 13F +926 shares

    0.03% of the 13F portfolio, value $4,568,991.

    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 22,504 shares
    Change vs previous 13F +2,320 shares

    0.03% of the 13F portfolio, value $4,192,417.

    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 20,184 shares
    Change vs previous 13F +11,501 shares

    0.04% of the 13F portfolio, value $4,000,108.

    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 8,683 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,743,435.

    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).