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Disclosery

IEQ CAPITAL, LLC: ACWI position timeline

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

IEQ CAPITAL, LLC held 795,286 ACWI 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 795,286 shares
    Change vs previous 13F +24,603 shares

    0.58% of the 13F portfolio, value $124,836,073.

    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 770,683 shares
    Change vs previous 13F +81,577 shares

    0.5% of the 13F portfolio, value $106,639,496.

    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 689,106 shares
    Change vs previous 13F +74,463 shares

    0.29% of the 13F portfolio, value $97,501,745.

    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 614,643 shares
    Change vs previous 13F +72,562 shares

    0.26% of the 13F portfolio, value $84,968,369.

    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 542,081 shares
    Change vs previous 13F +41,776 shares

    0.43% of the 13F portfolio, value $69,711,655.

    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 500,305 shares
    Change vs previous 13F +376,273 shares

    0.46% of the 13F portfolio, value $58,230,436.

    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 124,032 shares
    Change vs previous 13F -496 shares

    0.14% of the 13F portfolio, value $14,573,707.

    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 124,528 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,887,271.

    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).