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EPIQ Capital Group, LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EPIQ Capital Group, LLC on IWB, newest first. How the timeline and the estimate are built.

EPIQ Capital Group, LLC held 203,092 IWB shares at 2024-12-31 per its 13F-HR filed 2025-02-07.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 203,092 shares
    Change vs previous 13F +5,815 shares

    17.07% of the 13F portfolio, value $65,428,269.

    13F-HR 0001879202-25-000001 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 197,277 shares
    Change vs previous 13F +7,480 shares

    17.85% of the 13F portfolio, value $62,021,871.

    13F-HR 0001879202-24-000060 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 189,797 shares
    Change vs previous 13F -2,316 shares

    19.88% of the 13F portfolio, value $56,472,065.

    13F-HR 0001879202-24-000036 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 192,113 shares
    Change vs previous 13F +5,732 shares

    22.03% of the 13F portfolio, value $55,334,171.

    13F-HR 0001879202-24-000026 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 186,381 shares
    Change vs previous 13F +6,664 shares

    23.29% of the 13F portfolio, value $48,880,181.

    13F-HR 0001879202-24-000001 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 179,717 shares
    Change vs previous 13F +214 shares

    23.06% of the 13F portfolio, value $42,397,829.

    13F-HR 0001879202-23-000023 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 179,503 shares
    Change vs previous 13F -11,840 shares

    23.16% of the 13F portfolio, value $43,752,108.

    13F-HR 0001879202-23-000017 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 191,343 shares
    Change vs previous 13F not available

    22.62% of the 13F portfolio, value $43,096,112.

    13F-HR 0001879202-23-000010 filed by EPIQ Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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