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Disclosery

IEQ CAPITAL, LLC: IWV position timeline

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

IEQ CAPITAL, LLC held 116,454 IWV 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 116,454 shares
    Change vs previous 13F -58,305 shares

    0.23% of the 13F portfolio, value $49,655,746.

    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 174,759 shares
    Change vs previous 13F +28 shares

    0.3% of the 13F portfolio, value $64,779,384.

    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 174,731 shares
    Change vs previous 13F +3,140 shares

    0.2% of the 13F portfolio, value $67,594,704.

    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 171,591 shares
    Change vs previous 13F +22,262 shares

    0.2% of the 13F portfolio, value $65,022,641.

    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 149,329 shares
    Change vs previous 13F +30,334 shares

    0.32% of the 13F portfolio, value $52,414,686.

    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 118,995 shares
    Change vs previous 13F +32,491 shares

    0.3% of the 13F portfolio, value $37,797,409.

    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 86,504 shares
    Change vs previous 13F +2,814 shares

    0.28% of the 13F portfolio, value $28,913,933.

    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 83,690 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $27,344,138.

    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).