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Disclosery

IEQ CAPITAL, LLC: CRI position timeline

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

IEQ CAPITAL, LLC held 57,686 CRI 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 57,686 shares
    Change vs previous 13F -15,859 shares

    0.01% of the 13F portfolio, value $2,374,364.

    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 73,545 shares
    Change vs previous 13F -44,543 shares

    0.01% of the 13F portfolio, value $2,629,973.

    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 118,088 shares
    Change vs previous 13F +72,422 shares

    0.01% of the 13F portfolio, value $3,829,588.

    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 45,666 shares
    Change vs previous 13F -1,006 shares

    <0.01% of the 13F portfolio, value $1,288,707.

    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 46,672 shares
    Change vs previous 13F +17,134 shares

    0.01% of the 13F portfolio, value $1,406,217.

    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 29,538 shares
    Change vs previous 13F -73,747 shares

    0.01% of the 13F portfolio, value $1,208,115.

    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 103,285 shares
    Change vs previous 13F +99,723 shares

    0.05% of the 13F portfolio, value $5,597,014.

    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 3,562 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $231,466.

    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).