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IEQ CAPITAL, LLC: VRT position timeline

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

IEQ CAPITAL, LLC held 165,912 VRT 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 165,912 shares
    Change vs previous 13F -46,277 shares

    0.26% of the 13F portfolio, value $55,550,617.

    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 212,189 shares
    Change vs previous 13F +58,525 shares

    0.25% of the 13F portfolio, value $53,170,261.

    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 153,664 shares
    Change vs previous 13F +22,728 shares

    0.07% of the 13F portfolio, value $24,895,111.

    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 130,936 shares
    Change vs previous 13F +1,648 shares

    0.06% of the 13F portfolio, value $19,752,961.

    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 129,288 shares
    Change vs previous 13F +93,261 shares

    0.1% of the 13F portfolio, value $16,601,839.

    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 36,027 shares
    Change vs previous 13F -4,857 shares

    0.02% of the 13F portfolio, value $2,601,189.

    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 40,884 shares
    Change vs previous 13F +32,339 shares

    0.04% of the 13F portfolio, value $4,644,870.

    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 8,545 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $850,166.

    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).