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Disclosery

IEQ CAPITAL, LLC: XERS position timeline

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

IEQ CAPITAL, LLC held 98,429 XERS 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 98,429 shares
    Change vs previous 13F +16,799 shares

    <0.01% of the 13F portfolio, value $779,558.

    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 81,630 shares
    Change vs previous 13F -4,890 shares

    <0.01% of the 13F portfolio, value $473,454.

    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 86,520 shares
    Change vs previous 13F -21,433 shares

    <0.01% of the 13F portfolio, value $679,182.

    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 107,953 shares
    Change vs previous 13F -542 shares

    <0.01% of the 13F portfolio, value $878,737.

    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 108,495 shares
    Change vs previous 13F -46,689 shares

    <0.01% of the 13F portfolio, value $506,671.

    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 155,184 shares
    Change vs previous 13F +87,469 shares

    0.01% of the 13F portfolio, value $851,961.

    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 67,715 shares
    Change vs previous 13F +13,322 shares

    <0.01% of the 13F portfolio, value $229,554.

    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 54,393 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $155,020.

    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).