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Disclosery

IEQ CAPITAL, LLC: CMF position timeline

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

IEQ CAPITAL, LLC held 19,886 CMF 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 19,886 shares
    Change vs previous 13F -13,656 shares

    0.01% of the 13F portfolio, value $1,146,213.

    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 33,542 shares
    Change vs previous 13F +41 shares

    0.01% of the 13F portfolio, value $1,907,218.

    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 33,501 shares
    Change vs previous 13F +7,600 shares

    0.01% of the 13F portfolio, value $1,924,985.

    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 25,901 shares
    Change vs previous 13F +3,993 shares

    <0.01% of the 13F portfolio, value $1,477,366.

    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 21,908 shares
    Change vs previous 13F +63 shares

    0.01% of the 13F portfolio, value $1,221,138.

    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 21,845 shares
    Change vs previous 13F +13,771 shares

    0.01% of the 13F portfolio, value $1,229,409.

    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 8,074 shares
    Change vs previous 13F -45 shares

    <0.01% of the 13F portfolio, value $462,454.

    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 8,119 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $471,815.

    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).