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Disclosery

IEQ CAPITAL, LLC: IWM position timeline

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

IEQ CAPITAL, LLC held 56,534 IWM 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 56,534 shares
    Change vs previous 13F -1,390 shares

    0.08% of the 13F portfolio, value $16,985,758.

    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 57,924 shares
    Change vs previous 13F +3,630 shares

    0.07% of the 13F portfolio, value $14,365,030.

    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 54,294 shares
    Change vs previous 13F +1,357 shares

    0.04% of the 13F portfolio, value $13,364,986.

    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 52,937 shares
    Change vs previous 13F -2,565 shares

    0.04% of the 13F portfolio, value $12,808,586.

    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 55,502 shares
    Change vs previous 13F -43,409 shares

    0.07% of the 13F portfolio, value $11,976,877.

    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 98,911 shares
    Change vs previous 13F +41,076 shares

    0.16% of the 13F portfolio, value $19,731,701.

    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 57,835 shares
    Change vs previous 13F +3,597 shares

    0.12% of the 13F portfolio, value $12,779,124.

    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 54,238 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $11,980,631.

    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).