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Disclosery

IEQ CAPITAL, LLC: WES position timeline

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

IEQ CAPITAL, LLC held 32,253 WES 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 32,253 shares
    Change vs previous 13F +642 shares

    0.01% of the 13F portfolio, value $1,411,370.

    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 31,611 shares
    Change vs previous 13F +506 shares

    0.01% of the 13F portfolio, value $1,301,438.

    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 31,105 shares
    Change vs previous 13F +867 shares

    <0.01% of the 13F portfolio, value $1,228,654.

    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 30,238 shares
    Change vs previous 13F +698 shares

    <0.01% of the 13F portfolio, value $1,188,060.

    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 29,540 shares
    Change vs previous 13F -4,945 shares

    0.01% of the 13F portfolio, value $1,143,205.

    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 34,485 shares
    Change vs previous 13F +415 shares

    0.01% of the 13F portfolio, value $1,412,492.

    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 34,070 shares
    Change vs previous 13F +6,265 shares

    0.01% of the 13F portfolio, value $1,309,311.

    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 27,805 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,063,811.

    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).