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Disclosery

IEQ CAPITAL, LLC: IWF position timeline

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

IEQ CAPITAL, LLC held 1,567,936 IWF 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 1,567,936 shares
    Change vs previous 13F +1,052,595 shares

    0.9% of the 13F portfolio, value $194,690,704.

    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 515,341 shares
    Change vs previous 13F +23,236 shares

    1.02% of the 13F portfolio, value $219,741,535.

    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 492,105 shares
    Change vs previous 13F +35,866 shares

    0.7% of the 13F portfolio, value $232,913,302.

    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 456,239 shares
    Change vs previous 13F +28,332 shares

    0.65% of the 13F portfolio, value $213,707,136.

    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 427,907 shares
    Change vs previous 13F -1,071 shares

    1.11% of the 13F portfolio, value $181,680,969.

    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 428,978 shares
    Change vs previous 13F +45,864 shares

    1.23% of the 13F portfolio, value $154,899,425.

    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 383,114 shares
    Change vs previous 13F +107,402 shares

    1.49% of the 13F portfolio, value $153,851,128.

    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 275,712 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $103,496,684.

    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).