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BLUE SQUARE ASSET MANAGEMENT, LLC: IBMS position timeline

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

BLUE SQUARE ASSET MANAGEMENT, LLC held 60,387 IBMS 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 60,387 shares
    Change vs previous 13F +936 shares

    0.63% of the 13F portfolio, value $1,562,208.

    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 59,451 shares
    Change vs previous 13F +33,010 shares

    0.73% of the 13F portfolio, value $1,535,624.

    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 26,441 shares
    Change vs previous 13F +3,487 shares

    0.31% of the 13F portfolio, value $689,052.

    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 22,954 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $598,640.

    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).