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Disclosery

IEQ CAPITAL, LLC: IWY position timeline

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

IEQ CAPITAL, LLC held 9,039 IWY 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 9,039 shares
    Change vs previous 13F -6,377 shares

    0.01% of the 13F portfolio, value $2,627,057.

    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 15,416 shares
    Change vs previous 13F -292 shares

    0.02% of the 13F portfolio, value $3,836,327.

    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 15,708 shares
    Change vs previous 13F -1,906 shares

    0.01% of the 13F portfolio, value $4,350,400.

    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 17,614 shares
    Change vs previous 13F +2,359 shares

    0.01% of the 13F portfolio, value $4,820,295.

    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 15,255 shares
    Change vs previous 13F +1,626 shares

    0.02% of the 13F portfolio, value $3,760,500.

    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 13,629 shares
    Change vs previous 13F -16 shares

    0.02% of the 13F portfolio, value $2,875,044.

    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 13,645 shares
    Change vs previous 13F -29 shares

    0.03% of the 13F portfolio, value $3,210,419.

    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 13,674 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,009,113.

    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).