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Disclosery

Steele Capital Management, Inc.: EQWL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steele Capital Management, Inc. on EQWL, newest first. How the timeline and the estimate are built.

Steele Capital Management, Inc. held 26,797 EQWL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,797 shares
    Change vs previous 13F +118 shares

    0.13% of the 13F portfolio, value $3,457,349.

    13F-HR 0001646695-26-000003 filed by Steele Capital Management, Inc.
    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 26,679 shares
    Change vs previous 13F -759 shares

    0.13% of the 13F portfolio, value $3,074,488.

    13F-HR 0001646695-26-000002 filed by Steele Capital Management, Inc.
    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 27,438 shares
    Change vs previous 13F +20 shares

    0.14% of the 13F portfolio, value $3,242,075.

    13F-HR 0001646695-26-000001 filed by Steele Capital Management, Inc.
    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 27,418 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $3,144,297.

    13F-HR 0001646695-25-000005 filed by Steele Capital Management, Inc.
    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 27,418 shares
    Change vs previous 13F +5,117 shares

    0.14% of the 13F portfolio, value $3,015,158.

    13F-HR 0001646695-25-000004 filed by Steele Capital Management, Inc.
    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 22,301 shares
    Change vs previous 13F +5,255 shares

    0.12% of the 13F portfolio, value $2,299,011.

    13F-HR 0001646695-25-000003 filed by Steele Capital Management, Inc.
    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 17,046 shares
    Change vs previous 13F -623 shares

    0.09% of the 13F portfolio, value $1,743,465.

    13F-HR 0001646695-25-000001 filed by Steele Capital Management, Inc.
    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 17,669 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,807,893.

    13F-HR 0001646695-24-000008 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).