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Disclosery

IEQ CAPITAL, LLC: CME position timeline

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

IEQ CAPITAL, LLC held 15,371 CME 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 15,371 shares
    Change vs previous 13F -64,537 shares

    0.02% of the 13F portfolio, value $3,394,352.

    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 79,908 shares
    Change vs previous 13F +18,151 shares

    0.11% of the 13F portfolio, value $23,600,919.

    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 61,757 shares
    Change vs previous 13F -27,400 shares

    0.05% of the 13F portfolio, value $16,864,663.

    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 89,157 shares
    Change vs previous 13F -12,393 shares

    0.07% of the 13F portfolio, value $24,089,301.

    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 101,550 shares
    Change vs previous 13F +4,327 shares

    0.17% of the 13F portfolio, value $27,989,054.

    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 97,223 shares
    Change vs previous 13F +12,114 shares

    0.21% of the 13F portfolio, value $25,792,065.

    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 85,109 shares
    Change vs previous 13F +61,510 shares

    0.19% of the 13F portfolio, value $19,764,819.

    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 23,599 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,207,255.

    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).