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Disclosery

IEQ CAPITAL, LLC: XLC position timeline

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

IEQ CAPITAL, LLC held 8,849 XLC 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 8,849 shares
    Change vs previous 13F -69 shares

    <0.01% of the 13F portfolio, value $948,042.

    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 8,918 shares
    Change vs previous 13F -275 shares

    <0.01% of the 13F portfolio, value $988,672.

    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 9,193 shares
    Change vs previous 13F +608 shares

    <0.01% of the 13F portfolio, value $1,082,186.

    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 8,585 shares
    Change vs previous 13F +1,682 shares

    <0.01% of the 13F portfolio, value $1,016,208.

    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 6,903 shares
    Change vs previous 13F -1,643 shares

    <0.01% of the 13F portfolio, value $749,224.

    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 8,546 shares
    Change vs previous 13F +5,627 shares

    0.01% of the 13F portfolio, value $824,250.

    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 2,919 shares
    Change vs previous 13F -161 shares

    <0.01% of the 13F portfolio, value $282,614.

    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 3,080 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $278,407.

    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).