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IEQ CAPITAL, LLC: XYL position timeline

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

IEQ CAPITAL, LLC held 10,218 XYL 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 10,218 shares
    Change vs previous 13F +6,754 shares

    0.01% of the 13F portfolio, value $1,207,895.

    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 3,464 shares
    Change vs previous 13F -4,778 shares

    <0.01% of the 13F portfolio, value $413,986.

    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 8,242 shares
    Change vs previous 13F -27,894 shares

    <0.01% of the 13F portfolio, value $1,122,355.

    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 36,136 shares
    Change vs previous 13F +31,557 shares

    0.02% of the 13F portfolio, value $5,329,996.

    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 4,579 shares
    Change vs previous 13F +1,905 shares

    <0.01% of the 13F portfolio, value $592,360.

    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 2,674 shares
    Change vs previous 13F -1,803 shares

    <0.01% of the 13F portfolio, value $319,436.

    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 4,477 shares
    Change vs previous 13F -2,203 shares

    0.01% of the 13F portfolio, value $519,387.

    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 6,680 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $902,003.

    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).