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Disclosery

IEQ CAPITAL, LLC: IWP position timeline

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

IEQ CAPITAL, LLC held 20,121 IWP 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 20,121 shares
    Change vs previous 13F +6,319 shares

    0.01% of the 13F portfolio, value $2,945,866.

    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 13,802 shares
    Change vs previous 13F +167 shares

    0.01% of the 13F portfolio, value $1,768,266.

    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 13,635 shares
    Change vs previous 13F -336 shares

    0.01% of the 13F portfolio, value $1,867,214.

    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 13,971 shares
    Change vs previous 13F +336 shares

    0.01% of the 13F portfolio, value $1,989,644.

    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 13,635 shares
    Change vs previous 13F -2,439 shares

    0.01% of the 13F portfolio, value $1,890,853.

    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 16,074 shares
    Change vs previous 13F +9,952 shares

    0.02% of the 13F portfolio, value $1,888,474.

    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 6,122 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $775,952.

    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).