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IEQ CAPITAL, LLC: NWSA position timeline

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

IEQ CAPITAL, LLC held 228,578 NWSA 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 228,578 shares
    Change vs previous 13F +142,951 shares

    0.03% of the 13F portfolio, value $5,675,602.

    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 85,627 shares
    Change vs previous 13F +54,649 shares

    0.01% of the 13F portfolio, value $2,134,681.

    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 30,978 shares
    Change vs previous 13F -363,727 shares

    <0.01% of the 13F portfolio, value $809,153.

    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 394,705 shares
    Change vs previous 13F -67,369 shares

    0.04% of the 13F portfolio, value $12,121,406.

    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 462,074 shares
    Change vs previous 13F +387,731 shares

    0.08% of the 13F portfolio, value $13,732,863.

    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 74,343 shares
    Change vs previous 13F +46,518 shares

    0.02% of the 13F portfolio, value $2,023,628.

    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 27,825 shares
    Change vs previous 13F -2,829 shares

    0.01% of the 13F portfolio, value $766,305.

    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 30,654 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $816,302.

    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).