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Disclosery

IEQ CAPITAL, LLC: WSBC position timeline

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

IEQ CAPITAL, LLC held 124,075 WSBC 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 124,075 shares
    Change vs previous 13F +25,509 shares

    0.02% of the 13F portfolio, value $4,842,647.

    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 98,566 shares
    Change vs previous 13F -5,472 shares

    0.02% of the 13F portfolio, value $3,399,541.

    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 104,038 shares
    Change vs previous 13F -6,437 shares

    0.01% of the 13F portfolio, value $3,458,239.

    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 110,475 shares
    Change vs previous 13F +53,232 shares

    0.01% of the 13F portfolio, value $3,527,477.

    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 57,243 shares
    Change vs previous 13F +38,232 shares

    0.01% of the 13F portfolio, value $1,810,611.

    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 19,011 shares
    Change vs previous 13F +4,896 shares

    <0.01% of the 13F portfolio, value $588,588.

    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 14,115 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $459,295.

    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).