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Disclosery

IEQ CAPITAL, LLC: CART position timeline

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

IEQ CAPITAL, LLC held 102,632 CART 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 102,632 shares
    Change vs previous 13F -66,003 shares

    0.02% of the 13F portfolio, value $4,859,625.

    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 168,635 shares
    Change vs previous 13F -53,255 shares

    0.03% of the 13F portfolio, value $6,317,067.

    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 221,890 shares
    Change vs previous 13F +50,384 shares

    0.03% of the 13F portfolio, value $9,980,612.

    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 171,506 shares
    Change vs previous 13F -58,869 shares

    0.02% of the 13F portfolio, value $6,304,561.

    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 230,375 shares
    Change vs previous 13F +4,408 shares

    0.06% of the 13F portfolio, value $10,422,165.

    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 225,967 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $9,013,824.

    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 225,957 shares
    Change vs previous 13F +4,140 shares

    0.09% of the 13F portfolio, value $9,359,139.

    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 221,817 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,036,824.

    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).