IEQ CAPITAL, LLC: SHW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IEQ CAPITAL, LLC on SHW, newest first. How the timeline and the estimate are built.
IEQ CAPITAL, LLC held 4,084 SHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 4,084 sharesChange vs previous 13F -1,060 shares
0.01% of the 13F portfolio, value $1,406,303.
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 5,144 sharesChange vs previous 13F -1,171 shares
0.01% of the 13F portfolio, value $1,648,998.
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 6,315 sharesChange vs previous 13F -205 shares
0.01% of the 13F portfolio, value $2,046,252.
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 6,520 sharesChange vs previous 13F -5,503 shares
0.01% of the 13F portfolio, value $2,257,571.
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 12,023 sharesChange vs previous 13F +990 shares
0.03% of the 13F portfolio, value $4,128,026.
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 11,033 sharesChange vs previous 13F -5,286 shares
0.03% of the 13F portfolio, value $3,852,357.
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).
- period ended2024-12-3113F 16,319 sharesChange vs previous 13F +3,574 shares
0.05% of the 13F portfolio, value $5,547,230.
13F-HR 0001085146-25-000685 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 ended2024-09-3013F 12,745 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $4,864,318.
13F-HR 0001085146-24-005723 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).