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
- period ended2026-06-3013F 195,864 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 276,112 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 244,780 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 192,469 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 152,054 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,205 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,634 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,202 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).