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Disclosery

IEQ CAPITAL, LLC: NWG position timeline

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

IEQ CAPITAL, LLC held 75,855 NWG 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 75,855 shares
    Change vs previous 13F +6,326 shares

    0.01% of the 13F portfolio, value $1,337,320.

    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 69,529 shares
    Change vs previous 13F +8,628 shares

    <0.01% of the 13F portfolio, value $1,035,975.

    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 60,901 shares
    Change vs previous 13F +4,643 shares

    <0.01% of the 13F portfolio, value $1,065,769.

    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 56,258 shares
    Change vs previous 13F +23,417 shares

    <0.01% of the 13F portfolio, value $796,054.

    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 32,841 shares
    Change vs previous 13F +5,811 shares

    <0.01% of the 13F portfolio, value $464,697.

    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 27,030 shares
    Change vs previous 13F +10,483 shares

    <0.01% of the 13F portfolio, value $322,199.

    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 16,547 shares
    Change vs previous 13F +787 shares

    <0.01% of the 13F portfolio, value $168,284.

    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 15,760 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $147,515.

    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).