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Disclosery

IEQ CAPITAL, LLC: AWR position timeline

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

IEQ CAPITAL, LLC held 101,674 AWR 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 101,674 shares
    Change vs previous 13F +41,580 shares

    0.04% of the 13F portfolio, value $8,401,290.

    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 60,094 shares
    Change vs previous 13F +6,334 shares

    0.02% of the 13F portfolio, value $4,544,310.

    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 53,760 shares
    Change vs previous 13F +13,272 shares

    0.01% of the 13F portfolio, value $3,896,509.

    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 40,488 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,968,590.

    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).