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Disclosery

IEQ CAPITAL, LLC: CMI position timeline

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

IEQ CAPITAL, LLC held 63,535 CMI 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 63,535 shares
    Change vs previous 13F -2,377 shares

    0.21% of the 13F portfolio, value $45,313,931.

    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 65,912 shares
    Change vs previous 13F +10,710 shares

    0.16% of the 13F portfolio, value $35,461,804.

    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 55,202 shares
    Change vs previous 13F +5,180 shares

    0.08% of the 13F portfolio, value $28,177,898.

    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 50,022 shares
    Change vs previous 13F +21,732 shares

    0.06% of the 13F portfolio, value $21,127,940.

    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 28,290 shares
    Change vs previous 13F -5,080 shares

    0.06% of the 13F portfolio, value $9,264,906.

    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 33,370 shares
    Change vs previous 13F +21,220 shares

    0.08% of the 13F portfolio, value $10,459,592.

    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 12,150 shares
    Change vs previous 13F +3,310 shares

    0.04% of the 13F portfolio, value $4,235,487.

    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 8,840 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,862,045.

    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).