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Disclosery

Capital Square, LLC: IUSB position timeline

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

Capital Square, LLC held 57,772 IUSB 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 57,772 shares
    Change vs previous 13F +867 shares

    1.16% of the 13F portfolio, value $2,642,491.

    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 56,905 shares
    Change vs previous 13F +12,666 shares

    1.22% of the 13F portfolio, value $2,640,392.

    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 44,239 shares
    Change vs previous 13F +3,899 shares

    1.05% of the 13F portfolio, value $2,058,883.

    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 40,340 shares
    Change vs previous 13F +1,018 shares

    0.96% of the 13F portfolio, value $1,884,281.

    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 39,322 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,798,195.

    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).