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Disclosery

Shade Tree Advisors LLC: EQAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shade Tree Advisors LLC on EQAL, newest first. How the timeline and the estimate are built.

Shade Tree Advisors LLC held 22,008 EQAL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,008 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $1,304,058.

    13F-HR 0001172661-26-003024 filed by Shade Tree Advisors 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 22,008 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $1,212,641.

    13F-HR 0001172661-26-001715 filed by Shade Tree Advisors 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 22,008 shares
    Change vs previous 13F +1,456 shares

    0.88% of the 13F portfolio, value $1,158,501.

    13F-HR 0001172661-26-000472 filed by Shade Tree Advisors 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 20,552 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $1,068,704.

    13F-HR 0001172661-25-004584 filed by Shade Tree Advisors 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 20,552 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $1,011,980.

    13F-HR 0001172661-25-002915 filed by Shade Tree Advisors 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 20,552 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $971,288.

    13F-HR 0001172661-25-001700 filed by Shade Tree Advisors 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 20,552 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $992,662.

    13F-HR 0001172661-25-000404 filed by Shade Tree Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).