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
- period ended2026-06-3013F 165,912 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 212,189 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 153,664 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 130,936 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 129,288 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 36,027 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 40,884 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,545 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).