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Disclosery

Capital Square, LLC: IVE position timeline

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

Capital Square, LLC held 12,649 IVE 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 12,649 shares
    Change vs previous 13F +1,061 shares

    1.28% of the 13F portfolio, value $2,915,688.

    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 11,588 shares
    Change vs previous 13F +2,461 shares

    1.18% of the 13F portfolio, value $2,556,781.

    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 9,127 shares
    Change vs previous 13F +62 shares

    0.99% of the 13F portfolio, value $1,935,597.

    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 9,065 shares
    Change vs previous 13F +2,360 shares

    0.95% of the 13F portfolio, value $1,872,125.

    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 6,705 shares
    Change vs previous 13F +128 shares

    0.71% of the 13F portfolio, value $1,326,852.

    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 6,577 shares
    Change vs previous 13F +735 shares

    0.74% of the 13F portfolio, value $1,253,445.

    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 5,842 shares
    Change vs previous 13F +1,503 shares

    0.65% of the 13F portfolio, value $1,145,908.

    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 4,339 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $855,520.

    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).