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Disclosery

IEQ CAPITAL, LLC: XLY position timeline

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

IEQ CAPITAL, LLC held 11,665 XLY 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 11,665 shares
    Change vs previous 13F +128 shares

    0.01% of the 13F portfolio, value $1,368,103.

    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 11,537 shares
    Change vs previous 13F -1,422 shares

    0.01% of the 13F portfolio, value $1,257,273.

    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 12,959 shares
    Change vs previous 13F +6,443 shares

    <0.01% of the 13F portfolio, value $1,547,430.

    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 6,516 shares
    Change vs previous 13F +1,657 shares

    <0.01% of the 13F portfolio, value $1,561,488.

    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 4,859 shares
    Change vs previous 13F -10,617 shares

    0.01% of the 13F portfolio, value $1,055,972.

    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 15,476 shares
    Change vs previous 13F +12,772 shares

    0.02% of the 13F portfolio, value $3,055,800.

    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 2,704 shares
    Change vs previous 13F -67 shares

    0.01% of the 13F portfolio, value $606,652.

    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 2,771 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $555,157.

    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).