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Capital Square, LLC: AMT position timeline

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

Capital Square, LLC held 2,175 AMT 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 2,175 shares
    Change vs previous 13F -520 shares

    0.16% of the 13F portfolio, value $366,690.

    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 2,695 shares
    Change vs previous 13F -255 shares

    0.22% of the 13F portfolio, value $480,370.

    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 2,950 shares
    Change vs previous 13F -7,129 shares

    0.26% of the 13F portfolio, value $517,899.

    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 10,079 shares
    Change vs previous 13F -1,372 shares

    0.99% of the 13F portfolio, value $1,938,545.

    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 11,451 shares
    Change vs previous 13F -471 shares

    1.34% of the 13F portfolio, value $2,510,611.

    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 11,922 shares
    Change vs previous 13F -137 shares

    1.52% of the 13F portfolio, value $2,594,218.

    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 12,059 shares
    Change vs previous 13F -3,553 shares

    1.27% of the 13F portfolio, value $2,231,961.

    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 15,612 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $3,630,821.

    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).