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Disclosery

Capital Square, LLC: IWP position timeline

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

Capital Square, LLC held 5,001 IWP 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 5,001 shares
    Change vs previous 13F -511 shares

    0.31% of the 13F portfolio, value $712,991.

    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 5,512 shares
    Change vs previous 13F -2,674 shares

    0.35% of the 13F portfolio, value $750,328.

    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 8,186 shares
    Change vs previous 13F +180 shares

    0.57% of the 13F portfolio, value $1,121,041.

    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 8,006 shares
    Change vs previous 13F +290 shares

    0.58% of the 13F portfolio, value $1,140,165.

    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 7,716 shares
    Change vs previous 13F +33 shares

    0.57% of the 13F portfolio, value $1,061,054.

    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 7,683 shares
    Change vs previous 13F +168 shares

    0.53% of the 13F portfolio, value $902,689.

    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 7,515 shares
    Change vs previous 13F -114 shares

    0.58% of the 13F portfolio, value $1,019,851.

    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 7,629 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $894,915.

    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).