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Disclosery

IEQ CAPITAL, LLC: NWE position timeline

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

IEQ CAPITAL, LLC held 29,534 NWE 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 29,534 shares
    Change vs previous 13F -31,163 shares

    0.01% of the 13F portfolio, value $2,115,224.

    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 60,697 shares
    Change vs previous 13F -15,733 shares

    0.02% of the 13F portfolio, value $4,002,381.

    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 76,430 shares
    Change vs previous 13F +19,043 shares

    0.01% of the 13F portfolio, value $4,932,772.

    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 57,387 shares
    Change vs previous 13F +44,264 shares

    0.01% of the 13F portfolio, value $3,363,434.

    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 13,123 shares
    Change vs previous 13F -2,419 shares

    <0.01% of the 13F portfolio, value $673,203.

    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 15,542 shares
    Change vs previous 13F +11,644 shares

    0.01% of the 13F portfolio, value $899,430.

    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 3,898 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $208,387.

    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).