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Disclosery

IEQ CAPITAL, LLC: VRTS position timeline

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

IEQ CAPITAL, LLC held 22,680 VRTS 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 22,680 shares
    Change vs previous 13F +9,495 shares

    0.02% of the 13F portfolio, value $3,254,620.

    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 13,185 shares
    Change vs previous 13F -4,774 shares

    0.01% of the 13F portfolio, value $1,771,396.

    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 17,959 shares
    Change vs previous 13F +3,038 shares

    0.01% of the 13F portfolio, value $2,929,952.

    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 14,921 shares
    Change vs previous 13F +8,545 shares

    0.01% of the 13F portfolio, value $2,835,344.

    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 6,376 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,156,682.

    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).