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Disclosery

IEQ CAPITAL, LLC: CVBF position timeline

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

IEQ CAPITAL, LLC held 81,358 CVBF 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 81,358 shares
    Change vs previous 13F +53,937 shares

    0.01% of the 13F portfolio, value $1,834,612.

    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 27,421 shares
    Change vs previous 13F -16,494 shares

    <0.01% of the 13F portfolio, value $531,691.

    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 43,915 shares
    Change vs previous 13F +22,009 shares

    <0.01% of the 13F portfolio, value $816,819.

    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 21,906 shares
    Change vs previous 13F +209 shares

    <0.01% of the 13F portfolio, value $414,251.

    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 21,697 shares
    Change vs previous 13F +248 shares

    <0.01% of the 13F portfolio, value $429,393.

    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 21,449 shares
    Change vs previous 13F -9,899 shares

    <0.01% of the 13F portfolio, value $395,957.

    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 31,348 shares
    Change vs previous 13F +10,336 shares

    0.01% of the 13F portfolio, value $671,158.

    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 21,012 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $374,441.

    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).