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Disclosery

IEQ CAPITAL, LLC: WM position timeline

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

IEQ CAPITAL, LLC held 2,968 WM 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 2,968 shares
    Change vs previous 13F -14,889 shares

    <0.01% of the 13F portfolio, value $661,611.

    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 17,857 shares
    Change vs previous 13F -4,357 shares

    0.02% of the 13F portfolio, value $4,103,272.

    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 22,214 shares
    Change vs previous 13F +12,199 shares

    0.01% of the 13F portfolio, value $4,880,597.

    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 10,015 shares
    Change vs previous 13F -11,501 shares

    0.01% of the 13F portfolio, value $2,211,765.

    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 21,516 shares
    Change vs previous 13F -3,545 shares

    0.03% of the 13F portfolio, value $4,923,403.

    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 25,061 shares
    Change vs previous 13F +1,441 shares

    0.05% of the 13F portfolio, value $5,801,827.

    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 23,620 shares
    Change vs previous 13F +884 shares

    0.05% of the 13F portfolio, value $4,766,154.

    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 22,736 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,720,102.

    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).