IEQ CAPITAL, LLC
Holdings in PFS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,095,177 | 55,452 | Shares | Other | 2026-02-13 |
| 2025-09-30 | $1,127,532 | 58,482 | Shares | Other | 2025-11-14 |
| 2025-06-30 | $1,194,266 | 68,127 | Shares | Other | 2025-08-14 |
| 2025-03-31 | $211,105 | 12,295 | Shares | Other | 2025-05-14 |
| 2024-12-31 | $238,799 | 12,655 | Shares | Other | 2025-02-03 |
| 2024-09-30 | $190,741 | 10,277 | Shares | Other | 2024-11-14 |