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BLUE SQUARE ASSET MANAGEMENT, LLC: IBDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BLUE SQUARE ASSET MANAGEMENT, LLC on IBDR, newest first. How the timeline and the estimate are built.

BLUE SQUARE ASSET MANAGEMENT, LLC held 37,799 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,799 shares
    Change vs previous 13F -10,621 shares

    0.37% of the 13F portfolio, value $915,870.

    13F-HR 0001769578-26-000007 filed by BLUE SQUARE ASSET MANAGEMENT, 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 48,420 shares
    Change vs previous 13F -931 shares

    0.56% of the 13F portfolio, value $1,173,701.

    13F-HR 0001769578-26-000005 filed by BLUE SQUARE ASSET MANAGEMENT, 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 49,351 shares
    Change vs previous 13F +9,101 shares

    0.53% of the 13F portfolio, value $1,195,775.

    13F-HR 0001769578-26-000002 filed by BLUE SQUARE ASSET MANAGEMENT, 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 40,250 shares
    Change vs previous 13F -770 shares

    0.43% of the 13F portfolio, value $978,075.

    13F-HR 0001769578-25-000012 filed by BLUE SQUARE ASSET MANAGEMENT, 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 41,020 shares
    Change vs previous 13F +119 shares

    0.47% of the 13F portfolio, value $994,735.

    13F-HR 0001769578-25-000007 filed by BLUE SQUARE ASSET MANAGEMENT, 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 40,901 shares
    Change vs previous 13F +131 shares

    0.53% of the 13F portfolio, value $990,213.

    13F-HR 0001769578-25-000004 filed by BLUE SQUARE ASSET MANAGEMENT, 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 40,770 shares
    Change vs previous 13F -200 shares

    0.49% of the 13F portfolio, value $981,334.

    13F-HR 0001769578-25-000002 filed by BLUE SQUARE ASSET MANAGEMENT, 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 40,970 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $995,571.

    13F-HR 0001769578-24-000007 filed by BLUE SQUARE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).