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Disclosery

IEQ CAPITAL, LLC: CODI position timeline

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

IEQ CAPITAL, LLC held 62,010 CODI 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 62,010 shares
    Change vs previous 13F +26,274 shares

    <0.01% of the 13F portfolio, value $661,027.

    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 35,736 shares
    Change vs previous 13F +4,672 shares

    <0.01% of the 13F portfolio, value $280,885.

    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 31,064 shares
    Change vs previous 13F -118,848 shares

    <0.01% of the 13F portfolio, value $149,107.

    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 149,912 shares
    Change vs previous 13F +115,182 shares

    <0.01% of the 13F portfolio, value $992,417.

    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 34,730 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $218,104.

    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).