Skip to content
Disclosery

IEQ CAPITAL, LLC: SWX position timeline

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

IEQ CAPITAL, LLC held 36,232 SWX 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 36,232 shares
    Change vs previous 13F +1,662 shares

    0.01% of the 13F portfolio, value $3,213,029.

    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 34,570 shares
    Change vs previous 13F +16,880 shares

    0.01% of the 13F portfolio, value $3,004,166.

    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 17,690 shares
    Change vs previous 13F -1,374 shares

    <0.01% of the 13F portfolio, value $1,415,559.

    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 19,064 shares
    Change vs previous 13F +601 shares

    <0.01% of the 13F portfolio, value $1,493,452.

    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 18,463 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,373,488.

    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).