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Disclosery

Capital Square, LLC: CSR position timeline

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

Capital Square, LLC held 5,998 CSR 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 5,998 shares
    Change vs previous 13F -648 shares

    0.15% of the 13F portfolio, value $333,362.

    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 6,646 shares
    Change vs previous 13F -809 shares

    0.2% of the 13F portfolio, value $441,907.

    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 7,455 shares
    Change vs previous 13F -1,165 shares

    0.25% of the 13F portfolio, value $497,418.

    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 8,620 shares
    Change vs previous 13F +253 shares

    0.26% of the 13F portfolio, value $507,731.

    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 8,367 shares
    Change vs previous 13F +271 shares

    0.27% of the 13F portfolio, value $502,703.

    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 8,096 shares
    Change vs previous 13F +1 shares

    0.31% of the 13F portfolio, value $524,198.

    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 8,095 shares
    Change vs previous 13F +94 shares

    0.28% of the 13F portfolio, value $494,567.

    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 8,001 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $563,860.

    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).