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IEQ CAPITAL, LLC: CMRC position timeline

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

IEQ CAPITAL, LLC held 199,782 CMRC 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 199,782 shares
    Change vs previous 13F +96,636 shares

    <0.01% of the 13F portfolio, value $591,354.

    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 103,146 shares
    Change vs previous 13F -182 shares

    <0.01% of the 13F portfolio, value $275,400.

    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 103,328 shares
    Change vs previous 13F +7,473 shares

    <0.01% of the 13F portfolio, value $425,711.

    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 95,855 shares
    Change vs previous 13F +40,356 shares

    <0.01% of the 13F portfolio, value $478,316.

    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 55,499 shares
    Change vs previous 13F +30,048 shares

    <0.01% of the 13F portfolio, value $277,495.

    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 25,451 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $146,598.

    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).