Skip to content
Disclosery

IEQ CAPITAL, LLC: XYZ position timeline

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

IEQ CAPITAL, LLC held 15,549 XYZ 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 15,549 shares
    Change vs previous 13F -26,917 shares

    0.01% of the 13F portfolio, value $1,181,705.

    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 42,466 shares
    Change vs previous 13F -34,075 shares

    0.01% of the 13F portfolio, value $2,555,589.

    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 76,541 shares
    Change vs previous 13F -17,228 shares

    0.01% of the 13F portfolio, value $4,982,076.

    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 93,769 shares
    Change vs previous 13F -8,572 shares

    0.02% of the 13F portfolio, value $6,776,671.

    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 102,341 shares
    Change vs previous 13F +374 shares

    0.04% of the 13F portfolio, value $6,952,056.

    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 101,967 shares
    Change vs previous 13F +4,951 shares

    0.04% of the 13F portfolio, value $5,539,856.

    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 97,016 shares
    Change vs previous 13F -12,155 shares

    0.08% of the 13F portfolio, value $8,245,390.

    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 109,171 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,328,650.

    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).