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Disclosery

IEQ CAPITAL, LLC: XLF position timeline

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

IEQ CAPITAL, LLC held 33,615 XLF 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 33,615 shares
    Change vs previous 13F -2,876 shares

    0.01% of the 13F portfolio, value $1,802,119.

    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 36,491 shares
    Change vs previous 13F +693 shares

    0.01% of the 13F portfolio, value $1,801,561.

    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 35,798 shares
    Change vs previous 13F -2,673 shares

    0.01% of the 13F portfolio, value $1,960,665.

    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 38,471 shares
    Change vs previous 13F +5,582 shares

    0.01% of the 13F portfolio, value $2,072,424.

    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 32,889 shares
    Change vs previous 13F -505,204 shares

    0.01% of the 13F portfolio, value $1,722,412.

    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 538,093 shares
    Change vs previous 13F +517,142 shares

    0.21% of the 13F portfolio, value $26,802,427.

    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 20,951 shares
    Change vs previous 13F +1,825 shares

    0.01% of the 13F portfolio, value $1,012,562.

    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 19,126 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $866,790.

    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).