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Disclosery

IEQ CAPITAL, LLC: IWD position timeline

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

IEQ CAPITAL, LLC held 57,583 IWD 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 57,583 shares
    Change vs previous 13F -103,043 shares

    0.06% of the 13F portfolio, value $13,959,756.

    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 160,626 shares
    Change vs previous 13F -41 shares

    0.16% of the 13F portfolio, value $34,321,063.

    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 160,667 shares
    Change vs previous 13F +20,521 shares

    0.1% of the 13F portfolio, value $33,794,691.

    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 140,146 shares
    Change vs previous 13F +14,789 shares

    0.09% of the 13F portfolio, value $28,532,345.

    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 125,357 shares
    Change vs previous 13F -25,196 shares

    0.15% of the 13F portfolio, value $24,348,118.

    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 150,553 shares
    Change vs previous 13F +22,991 shares

    0.23% of the 13F portfolio, value $28,328,219.

    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 127,562 shares
    Change vs previous 13F +104,329 shares

    0.23% of the 13F portfolio, value $23,615,506.

    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 23,233 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,409,715.

    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).