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Disclosery

IEQ CAPITAL, LLC: IWR position timeline

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

IEQ CAPITAL, LLC held 89,821 IWR 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 89,821 shares
    Change vs previous 13F -452 shares

    0.05% of the 13F portfolio, value $9,909,089.

    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 90,273 shares
    Change vs previous 13F +3,668 shares

    0.04% of the 13F portfolio, value $8,777,288.

    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 86,605 shares
    Change vs previous 13F +48 shares

    0.02% of the 13F portfolio, value $8,337,464.

    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 86,557 shares
    Change vs previous 13F -90 shares

    0.03% of the 13F portfolio, value $8,357,034.

    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 86,647 shares
    Change vs previous 13F +2,199 shares

    0.05% of the 13F portfolio, value $7,968,921.

    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 84,448 shares
    Change vs previous 13F +7,831 shares

    0.06% of the 13F portfolio, value $7,184,022.

    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 76,617 shares
    Change vs previous 13F -481 shares

    0.07% of the 13F portfolio, value $6,772,966.

    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 77,098 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,795,392.

    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).