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Disclosery

IEQ CAPITAL, LLC: WDS position timeline

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

IEQ CAPITAL, LLC held 66,397 WDS 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 66,397 shares
    Change vs previous 13F -19,284 shares

    0.01% of the 13F portfolio, value $1,282,785.

    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 85,681 shares
    Change vs previous 13F +48,074 shares

    0.01% of the 13F portfolio, value $2,046,059.

    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 37,607 shares
    Change vs previous 13F +4,356 shares

    <0.01% of the 13F portfolio, value $586,294.

    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 33,251 shares
    Change vs previous 13F +11,728 shares

    <0.01% of the 13F portfolio, value $500,425.

    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 21,523 shares
    Change vs previous 13F +21,523 shares

    <0.01% of the 13F portfolio, value $332,095.

    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 0 shares
    Change vs previous 13F -12,256 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 12,256 shares
    Change vs previous 13F +2,084 shares

    <0.01% of the 13F portfolio, value $191,200.

    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 10,172 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $175,366.

    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).