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Disclosery

Capital Square, LLC: XLF position timeline

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

Capital Square, LLC held 4,506 XLF 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 4,506 shares
    Change vs previous 13F +18 shares

    0.11% of the 13F portfolio, value $251,068.

    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 4,488 shares
    Change vs previous 13F -485 shares

    0.11% of the 13F portfolio, value $230,785.

    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 4,973 shares
    Change vs previous 13F -97 shares

    0.14% of the 13F portfolio, value $272,360.

    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 5,070 shares
    Change vs previous 13F +9 shares

    0.14% of the 13F portfolio, value $273,158.

    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 5,061 shares
    Change vs previous 13F -45 shares

    0.14% of the 13F portfolio, value $264,012.

    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 5,106 shares
    Change vs previous 13F +515 shares

    0.15% of the 13F portfolio, value $254,336.

    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 4,591 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $233,472.

    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).