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Disclosery

IEQ CAPITAL, LLC: WK position timeline

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

IEQ CAPITAL, LLC held 36,881 WK 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 36,881 shares
    Change vs previous 13F +7,990 shares

    0.01% of the 13F portfolio, value $1,789,098.

    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 28,891 shares
    Change vs previous 13F -39,334 shares

    0.01% of the 13F portfolio, value $1,722,770.

    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 68,225 shares
    Change vs previous 13F +45,060 shares

    0.02% of the 13F portfolio, value $5,884,406.

    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 23,165 shares
    Change vs previous 13F +14,770 shares

    0.01% of the 13F portfolio, value $1,994,043.

    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 8,395 shares
    Change vs previous 13F +5,025 shares

    <0.01% of the 13F portfolio, value $574,638.

    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 3,370 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $255,817.

    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).