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Disclosery

IEQ CAPITAL, LLC: BWA position timeline

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

IEQ CAPITAL, LLC held 424,655 BWA 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 424,655 shares
    Change vs previous 13F -128,011 shares

    0.13% of the 13F portfolio, value $28,197,057.

    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 552,666 shares
    Change vs previous 13F +37,909 shares

    0.14% of the 13F portfolio, value $29,987,649.

    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 514,757 shares
    Change vs previous 13F -27,438 shares

    0.07% of the 13F portfolio, value $23,194,977.

    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 542,195 shares
    Change vs previous 13F +256,588 shares

    0.07% of the 13F portfolio, value $23,834,918.

    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 285,607 shares
    Change vs previous 13F +274,620 shares

    0.06% of the 13F portfolio, value $9,562,118.

    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 10,987 shares
    Change vs previous 13F -45,494 shares

    <0.01% of the 13F portfolio, value $314,769.

    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 56,481 shares
    Change vs previous 13F +18,847 shares

    0.02% of the 13F portfolio, value $1,795,553.

    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 37,634 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,365,741.

    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).