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Disclosery

IEQ CAPITAL, LLC: VTHR position timeline

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

IEQ CAPITAL, LLC held 23,505 VTHR 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 23,505 shares
    Change vs previous 13F +595 shares

    0.04% of the 13F portfolio, value $7,790,169.

    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 22,910 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $6,588,336.

    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 22,910 shares
    Change vs previous 13F +1,716 shares

    0.02% of the 13F portfolio, value $6,880,560.

    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 21,194 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $6,237,805.

    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 21,194 shares
    Change vs previous 13F -6,022 shares

    0.04% of the 13F portfolio, value $5,780,664.

    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 27,216 shares
    Change vs previous 13F +6,039 shares

    0.05% of the 13F portfolio, value $6,715,789.

    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 21,177 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $5,500,514.

    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 21,173 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,370,955.

    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).