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Capital Squared Financial LLC: IJT position timeline

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

Capital Squared Financial LLC held 14,560 IJT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,560 shares
    Change vs previous 13F -121 shares

    1.7% of the 13F portfolio, value $2,600,383.

    13F-HR 0002128691-26-000005 filed by Capital Squared Financial 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 14,681 shares
    Change vs previous 13F +822 shares

    1.62% of the 13F portfolio, value $2,124,512.

    13F-HR 0002128691-26-000004 filed by Capital Squared Financial 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 13,859 shares
    Change vs previous 13F +2,556 shares

    1.53% of the 13F portfolio, value $1,956,388.

    13F-HR 0002128691-26-000003 filed by Capital Squared Financial 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 11,303 shares
    Change vs previous 13F +94 shares

    1.39% of the 13F portfolio, value $1,599,440.

    13F-HR 0002128691-26-000002 filed by Capital Squared Financial 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 11,209 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $1,491,254.

    13F-HR 0002128691-26-000001 filed by Capital Squared Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).