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Capital Square, LLC: ADC position timeline

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

Capital Square, LLC held 8,691 ADC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,691 shares
    Change vs previous 13F -72 shares

    0.3% of the 13F portfolio, value $677,535.

    13F-HR 0001798736-26-000003 filed by Capital Square, 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 8,763 shares
    Change vs previous 13F +19 shares

    0.31% of the 13F portfolio, value $672,105.

    13F-HR 0001798736-26-000002 filed by Capital Square, 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 8,744 shares
    Change vs previous 13F -725 shares

    0.32% of the 13F portfolio, value $629,797.

    13F-HR 0001798736-26-000001 filed by Capital Square, 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 9,469 shares
    Change vs previous 13F -246 shares

    0.34% of the 13F portfolio, value $672,736.

    13F-HR 0001798736-25-000007 filed by Capital Square, 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 9,715 shares
    Change vs previous 13F -4,316 shares

    0.37% of the 13F portfolio, value $695,829.

    13F-HR 0001798736-25-000003 filed by Capital Square, 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 14,031 shares
    Change vs previous 13F -1,491 shares

    0.64% of the 13F portfolio, value $1,083,078.

    13F-HR 0001798736-25-000002 filed by Capital Square, 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 15,522 shares
    Change vs previous 13F -442 shares

    0.63% of the 13F portfolio, value $1,114,988.

    13F-HR 0001798736-25-000001 filed by Capital Square, 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 15,964 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,202,590.

    13F-HR 0001798736-24-000004 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

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