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Disclosery

Capital Square, LLC: UPS position timeline

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

Capital Square, LLC held 30,877 UPS 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 30,877 shares
    Change vs previous 13F -3,362 shares

    1.53% of the 13F portfolio, value $3,472,780.

    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 34,239 shares
    Change vs previous 13F +7,427 shares

    1.69% of the 13F portfolio, value $3,664,342.

    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 26,812 shares
    Change vs previous 13F +1,135 shares

    1.36% of the 13F portfolio, value $2,659,473.

    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 25,677 shares
    Change vs previous 13F +6,044 shares

    1.09% of the 13F portfolio, value $2,144,810.

    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 19,633 shares
    Change vs previous 13F +5,772 shares

    1.06% of the 13F portfolio, value $1,988,262.

    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 13,861 shares
    Change vs previous 13F +6,509 shares

    0.9% of the 13F portfolio, value $1,524,579.

    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 7,352 shares
    Change vs previous 13F +2,210 shares

    0.56% of the 13F portfolio, value $978,096.

    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 5,142 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $701,168.

    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).