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Disclosery

IEQ CAPITAL, LLC: CFG position timeline

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

IEQ CAPITAL, LLC held 415,311 CFG 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 415,311 shares
    Change vs previous 13F -91,437 shares

    0.13% of the 13F portfolio, value $29,100,888.

    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 506,748 shares
    Change vs previous 13F +13,140 shares

    0.14% of the 13F portfolio, value $30,389,662.

    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 493,608 shares
    Change vs previous 13F +214,504 shares

    0.09% of the 13F portfolio, value $28,831,621.

    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 279,104 shares
    Change vs previous 13F +70,581 shares

    0.05% of the 13F portfolio, value $14,837,215.

    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 208,523 shares
    Change vs previous 13F -133,163 shares

    0.06% of the 13F portfolio, value $9,331,421.

    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 341,686 shares
    Change vs previous 13F +56,032 shares

    0.11% of the 13F portfolio, value $13,998,842.

    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 285,654 shares
    Change vs previous 13F +240,788 shares

    0.12% of the 13F portfolio, value $12,500,226.

    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 44,866 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,842,642.

    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).