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BLUE SQUARE ASSET MANAGEMENT, LLC: IBMR position timeline

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

BLUE SQUARE ASSET MANAGEMENT, LLC held 62,894 IBMR 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 62,894 shares
    Change vs previous 13F -293 shares

    0.65% of the 13F portfolio, value $1,596,879.

    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 63,187 shares
    Change vs previous 13F +32,675 shares

    0.76% of the 13F portfolio, value $1,601,784.

    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 30,512 shares
    Change vs previous 13F +1,905 shares

    0.34% of the 13F portfolio, value $775,920.

    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 28,607 shares
    Change vs previous 13F -689 shares

    0.32% of the 13F portfolio, value $730,337.

    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 29,296 shares
    Change vs previous 13F -913 shares

    0.35% of the 13F portfolio, value $739,138.

    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 30,209 shares
    Change vs previous 13F -35 shares

    0.41% of the 13F portfolio, value $756,433.

    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 30,244 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $755,495.

    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).