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Capital Square, LLC: MO position timeline

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

Capital Square, LLC held 69,193 MO 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 69,193 shares
    Change vs previous 13F +2,239 shares

    2.18% of the 13F portfolio, value $4,967,405.

    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 66,954 shares
    Change vs previous 13F +1,739 shares

    2.06% of the 13F portfolio, value $4,477,891.

    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 65,215 shares
    Change vs previous 13F +719 shares

    1.92% of the 13F portfolio, value $3,760,320.

    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 64,496 shares
    Change vs previous 13F +166 shares

    2.17% of the 13F portfolio, value $4,260,608.

    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 64,330 shares
    Change vs previous 13F +1,564 shares

    1.98% of the 13F portfolio, value $3,718,306.

    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 62,766 shares
    Change vs previous 13F -188 shares

    2.21% of the 13F portfolio, value $3,767,225.

    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 62,954 shares
    Change vs previous 13F +3,908 shares

    1.86% of the 13F portfolio, value $3,276,769.

    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 59,046 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $3,013,710.

    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).