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IEQ CAPITAL, LLC: WDC position timeline

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

IEQ CAPITAL, LLC held 195,864 WDC 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 195,864 shares
    Change vs previous 13F -80,248 shares

    0.58% of the 13F portfolio, value $125,102,275.

    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 276,112 shares
    Change vs previous 13F +31,332 shares

    0.35% of the 13F portfolio, value $74,685,483.

    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 244,780 shares
    Change vs previous 13F +52,311 shares

    0.13% of the 13F portfolio, value $42,168,417.

    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 192,469 shares
    Change vs previous 13F +40,415 shares

    0.07% of the 13F portfolio, value $23,107,800.

    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 152,054 shares
    Change vs previous 13F +122,849 shares

    0.06% of the 13F portfolio, value $9,729,994.

    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 29,205 shares
    Change vs previous 13F -2,429 shares

    0.01% of the 13F portfolio, value $1,180,759.

    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 31,634 shares
    Change vs previous 13F +14,432 shares

    0.02% of the 13F portfolio, value $1,886,335.

    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 17,202 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,174,725.

    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).