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Disclosery

IEQ CAPITAL, LLC: CGBD position timeline

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

IEQ CAPITAL, LLC held 40,295 CGBD 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 40,295 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $424,306.

    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 40,295 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $440,827.

    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 40,295 shares
    Change vs previous 13F -4,650 shares

    <0.01% of the 13F portfolio, value $503,285.

    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 44,945 shares
    Change vs previous 13F -800 shares

    <0.01% of the 13F portfolio, value $561,813.

    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 45,745 shares
    Change vs previous 13F +9,594 shares

    <0.01% of the 13F portfolio, value $625,792.

    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 36,151 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $584,923.

    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).