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Disclosery

IEQ CAPITAL, LLC: VTV position timeline

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

IEQ CAPITAL, LLC held 76,018 VTV 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 76,018 shares
    Change vs previous 13F -5,585 shares

    0.08% of the 13F portfolio, value $16,566,791.

    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 81,603 shares
    Change vs previous 13F +845 shares

    0.07% of the 13F portfolio, value $16,010,628.

    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 80,758 shares
    Change vs previous 13F +280 shares

    0.05% of the 13F portfolio, value $15,424,045.

    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 80,478 shares
    Change vs previous 13F +19,968 shares

    0.05% of the 13F portfolio, value $15,008,472.

    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 60,510 shares
    Change vs previous 13F -32,668 shares

    0.07% of the 13F portfolio, value $10,694,608.

    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 93,178 shares
    Change vs previous 13F +51,683 shares

    0.13% of the 13F portfolio, value $16,095,696.

    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 41,495 shares
    Change vs previous 13F +17,187 shares

    0.07% of the 13F portfolio, value $7,025,113.

    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 24,308 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,243,401.

    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).