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Disclosery

IEQ CAPITAL, LLC: VLTO position timeline

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

IEQ CAPITAL, LLC held 36,774 VLTO 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 36,774 shares
    Change vs previous 13F -7,014 shares

    0.02% of the 13F portfolio, value $3,261,108.

    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 43,788 shares
    Change vs previous 13F -71,874 shares

    0.02% of the 13F portfolio, value $3,871,737.

    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 115,662 shares
    Change vs previous 13F -24,455 shares

    0.03% of the 13F portfolio, value $11,540,702.

    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 140,117 shares
    Change vs previous 13F +75,873 shares

    0.05% of the 13F portfolio, value $14,937,930.

    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 64,244 shares
    Change vs previous 13F +55,241 shares

    0.04% of the 13F portfolio, value $6,485,423.

    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 9,003 shares
    Change vs previous 13F -1,767 shares

    0.01% of the 13F portfolio, value $877,324.

    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 10,770 shares
    Change vs previous 13F +5,769 shares

    0.01% of the 13F portfolio, value $1,096,885.

    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 5,001 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $559,371.

    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).