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Disclosery

Capital Square, LLC: PFE position timeline

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

Capital Square, LLC held 13,043 PFE 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 13,043 shares
    Change vs previous 13F -275 shares

    0.14% of the 13F portfolio, value $315,268.

    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 13,318 shares
    Change vs previous 13F +12 shares

    0.17% of the 13F portfolio, value $359,596.

    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 13,306 shares
    Change vs previous 13F -1,337 shares

    0.17% of the 13F portfolio, value $331,319.

    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 14,643 shares
    Change vs previous 13F +332 shares

    0.19% of the 13F portfolio, value $373,106.

    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 14,311 shares
    Change vs previous 13F +1,693 shares

    0.2% of the 13F portfolio, value $367,091.

    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 12,618 shares
    Change vs previous 13F +20 shares

    0.19% of the 13F portfolio, value $319,738.

    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 12,598 shares
    Change vs previous 13F -170 shares

    0.19% of the 13F portfolio, value $328,699.

    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 12,768 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $369,510.

    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).