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Disclosery

IEQ CAPITAL, LLC: CNC position timeline

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

IEQ CAPITAL, LLC held 1,474,796 CNC 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 1,474,796 shares
    Change vs previous 13F -553,930 shares

    0.44% of the 13F portfolio, value $94,667,113.

    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 2,028,726 shares
    Change vs previous 13F -174,587 shares

    0.31% of the 13F portfolio, value $66,420,470.

    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 2,203,313 shares
    Change vs previous 13F +1,331,154 shares

    0.27% of the 13F portfolio, value $90,666,305.

    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 872,159 shares
    Change vs previous 13F +623,764 shares

    0.09% of the 13F portfolio, value $31,118,621.

    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 248,395 shares
    Change vs previous 13F -163,455 shares

    0.08% of the 13F portfolio, value $13,482,856.

    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 411,850 shares
    Change vs previous 13F +137,155 shares

    0.2% of the 13F portfolio, value $25,003,420.

    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 274,695 shares
    Change vs previous 13F +238,011 shares

    0.16% of the 13F portfolio, value $16,641,023.

    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 36,684 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,761,571.

    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).