IEQ CAPITAL, LLC: KBWB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IEQ CAPITAL, LLC on KBWB, newest first. How the timeline and the estimate are built.
IEQ CAPITAL, LLC held 2,818 KBWB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,818 sharesChange vs previous 13F -182 shares
<0.01% of the 13F portfolio, value $262,036.
13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,000 sharesChange vs previous 13F -2,961 shares
<0.01% of the 13F portfolio, value $237,338.
13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,961 sharesChange vs previous 13F +1,007 shares
<0.01% of the 13F portfolio, value $502,464.
13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,954 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $387,441.
13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,954 sharesChange vs previous 13F +1,760 shares
<0.01% of the 13F portfolio, value $354,773.
13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,194 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $200,503.
13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).