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Disclosery

IEQ CAPITAL, LLC: WFC position timeline

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

IEQ CAPITAL, LLC held 412,166 WFC 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 412,166 shares
    Change vs previous 13F +196,933 shares

    0.16% of the 13F portfolio, value $34,061,380.

    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 215,233 shares
    Change vs previous 13F -110,090 shares

    0.08% of the 13F portfolio, value $17,134,643.

    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 325,323 shares
    Change vs previous 13F +75,681 shares

    0.09% of the 13F portfolio, value $30,320,100.

    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 249,642 shares
    Change vs previous 13F -70,882 shares

    0.06% of the 13F portfolio, value $20,924,979.

    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 320,524 shares
    Change vs previous 13F +77,772 shares

    0.16% of the 13F portfolio, value $25,680,397.

    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 242,752 shares
    Change vs previous 13F +29,328 shares

    0.14% of the 13F portfolio, value $17,427,186.

    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 213,424 shares
    Change vs previous 13F +45,083 shares

    0.14% of the 13F portfolio, value $14,990,907.

    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 168,341 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,509,574.

    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).