Skip to content
Disclosery

IEQ CAPITAL, LLC: CW position timeline

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

IEQ CAPITAL, LLC held 24,545 CW 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 24,545 shares
    Change vs previous 13F -1,586 shares

    0.09% of the 13F portfolio, value $18,599,019.

    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 26,131 shares
    Change vs previous 13F +1,574 shares

    0.08% of the 13F portfolio, value $17,798,614.

    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 24,557 shares
    Change vs previous 13F +6,593 shares

    0.04% of the 13F portfolio, value $13,537,754.

    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 17,964 shares
    Change vs previous 13F +2,017 shares

    0.03% of the 13F portfolio, value $9,753,105.

    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 15,947 shares
    Change vs previous 13F +11,973 shares

    0.05% of the 13F portfolio, value $7,790,846.

    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 3,974 shares
    Change vs previous 13F +3,174 shares

    0.01% of the 13F portfolio, value $1,261,084.

    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 800 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $284,058.

    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).