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Disclosery

IEQ CAPITAL, LLC: IWB position timeline

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

IEQ CAPITAL, LLC held 492,609 IWB 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 492,609 shares
    Change vs previous 13F -22,679 shares

    0.93% of the 13F portfolio, value $201,722,900.

    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 515,288 shares
    Change vs previous 13F +27,562 shares

    0.85% of the 13F portfolio, value $183,730,956.

    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 487,726 shares
    Change vs previous 13F +37,631 shares

    0.55% of the 13F portfolio, value $182,136,670.

    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 450,095 shares
    Change vs previous 13F +30,677 shares

    0.5% of the 13F portfolio, value $164,500,640.

    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 419,418 shares
    Change vs previous 13F +37,783 shares

    0.87% of the 13F portfolio, value $142,421,944.

    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 381,635 shares
    Change vs previous 13F +243,360 shares

    0.93% of the 13F portfolio, value $117,062,519.

    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 138,275 shares
    Change vs previous 13F +16,505 shares

    0.43% of the 13F portfolio, value $44,546,650.

    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 121,770 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $38,283,352.

    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).