Skip to content
Disclosery

Capital Square, LLC: IVV position timeline

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

Capital Square, LLC held 2,723 IVV 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 2,723 shares
    Change vs previous 13F +33 shares

    0.91% of the 13F portfolio, value $2,064,829.

    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 2,690 shares
    Change vs previous 13F -228 shares

    0.89% of the 13F portfolio, value $1,929,496.

    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 2,918 shares
    Change vs previous 13F -47 shares

    1.02% of the 13F portfolio, value $1,998,580.

    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 2,965 shares
    Change vs previous 13F +34 shares

    1.01% of the 13F portfolio, value $1,984,994.

    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 2,931 shares
    Change vs previous 13F +310 shares

    0.98% of the 13F portfolio, value $1,836,605.

    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 2,621 shares
    Change vs previous 13F +12 shares

    0.86% of the 13F portfolio, value $1,472,697.

    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 2,609 shares
    Change vs previous 13F +11 shares

    0.91% of the 13F portfolio, value $1,594,393.

    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 2,598 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,499,111.

    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).