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Disclosery

IEQ CAPITAL, LLC: VYM position timeline

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

IEQ CAPITAL, LLC held 92,681 VYM 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 92,681 shares
    Change vs previous 13F +1,593 shares

    0.07% of the 13F portfolio, value $14,646,426.

    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 91,088 shares
    Change vs previous 13F -7,392 shares

    0.06% of the 13F portfolio, value $13,490,105.

    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 98,480 shares
    Change vs previous 13F +7,268 shares

    0.04% of the 13F portfolio, value $14,133,821.

    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 91,212 shares
    Change vs previous 13F +4,287 shares

    0.04% of the 13F portfolio, value $12,856,333.

    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 86,925 shares
    Change vs previous 13F -1,861 shares

    0.07% of the 13F portfolio, value $11,587,971.

    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 88,786 shares
    Change vs previous 13F +1,881 shares

    0.09% of the 13F portfolio, value $11,449,817.

    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 86,905 shares
    Change vs previous 13F +4,072 shares

    0.11% of the 13F portfolio, value $11,088,193.

    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 82,833 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,619,191.

    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).