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Disclosery

Capital Square, LLC: IVW position timeline

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

Capital Square, LLC held 27,769 IVW 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 27,769 shares
    Change vs previous 13F +3,112 shares

    1.69% of the 13F portfolio, value $3,848,550.

    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 24,657 shares
    Change vs previous 13F +3,305 shares

    1.48% of the 13F portfolio, value $3,199,533.

    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 21,352 shares
    Change vs previous 13F -201 shares

    1.34% of the 13F portfolio, value $2,631,866.

    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 21,553 shares
    Change vs previous 13F +4,427 shares

    1.33% of the 13F portfolio, value $2,601,968.

    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 17,126 shares
    Change vs previous 13F -539 shares

    1.01% of the 13F portfolio, value $1,895,883.

    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 17,665 shares
    Change vs previous 13F +792 shares

    0.96% of the 13F portfolio, value $1,639,849.

    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 16,873 shares
    Change vs previous 13F +2,003 shares

    1.02% of the 13F portfolio, value $1,792,976.

    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 14,870 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,423,802.

    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).