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Disclosery

IEQ CAPITAL, LLC: CM position timeline

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

IEQ CAPITAL, LLC held 13,563 CM 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 13,563 shares
    Change vs previous 13F +2,173 shares

    0.01% of the 13F portfolio, value $1,559,723.

    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 11,390 shares
    Change vs previous 13F +518 shares

    0.01% of the 13F portfolio, value $1,079,169.

    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 10,872 shares
    Change vs previous 13F +1,037 shares

    <0.01% of the 13F portfolio, value $985,104.

    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 9,835 shares
    Change vs previous 13F +6,795 shares

    <0.01% of the 13F portfolio, value $785,722.

    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 3,040 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $215,288.

    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).