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Disclosery

IEQ CAPITAL, LLC: UWMC position timeline

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

IEQ CAPITAL, LLC held 499,961 UWMC 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 499,961 shares
    Change vs previous 13F +166,593 shares

    0.01% of the 13F portfolio, value $1,144,910.

    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 333,368 shares
    Change vs previous 13F -224,792 shares

    0.01% of the 13F portfolio, value $1,206,794.

    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 558,160 shares
    Change vs previous 13F +410,343 shares

    0.01% of the 13F portfolio, value $2,444,741.

    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 147,817 shares
    Change vs previous 13F +110,966 shares

    <0.01% of the 13F portfolio, value $900,205.

    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 36,851 shares
    Change vs previous 13F -170,395 shares

    <0.01% of the 13F portfolio, value $152,564.

    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 207,246 shares
    Change vs previous 13F +168,567 shares

    0.01% of the 13F portfolio, value $1,131,563.

    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 38,679 shares
    Change vs previous 13F +28,319 shares

    <0.01% of the 13F portfolio, value $227,043.

    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 10,360 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $88,267.

    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).