$96.6 Million is the total value of Capital Square, LLC's 137 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 12.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WPC | Buy | WP CAREY INCORPORATED REIT | $3,300,000 | -2.4% | 50,659 | +1.4% | 3.42% | -5.4% |
| AMZN | Buy | AMAZON COM INCORPORATED | $3,180,000 | +14.5% | 1,010 | +0.3% | 3.30% | +10.9% |
| VER | Buy | VEREIT INCORPORATED REIT | $2,884,000 | +2.2% | 443,799 | +1.1% | 2.99% | -1.0% |
| STOR | Buy | STORE CAP CORPORATION REIT | $2,845,000 | +17.9% | 103,725 | +2.3% | 2.95% | +14.2% |
| HD | Sell | HOME DEPOT INCORPORATED | $2,686,000 | +10.8% | 9,673 | -0.1% | 2.78% | +7.4% |
| IVV | Sell | ISHARES TR CORE S&P500 ETF | $2,477,000 | -3.7% | 7,372 | -11.3% | 2.57% | -6.7% |
| MO | Buy | ALTRIA GROUP INCORPORATED | $2,322,000 | +0.1% | 60,103 | +1.6% | 2.41% | -3.0% |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $2,313,000 | -9.5% | 8,338 | -15.9% | 2.40% | -12.3% |
| NRZ | Buy | NEW RESIDENTIAL INVT CORPORATION COM NEW REIT | $2,125,000 | +14.1% | 267,338 | +6.6% | 2.20% | +10.5% |
| IRM | Buy | IRON MTN INCORPORATED NEW REIT | $2,099,000 | +7.7% | 78,363 | +4.9% | 2.18% | +4.4% |
| AAPL | Buy | APPLE INCORPORATED | $2,020,000 | +29.2% | 17,446 | +307.1% | 2.09% | +25.3% |
| LADR | Buy | LADDER CAP CORPORATION CLASS A REIT | $1,817,000 | -10.4% | 255,267 | +2.0% | 1.88% | -13.1% |
| LMRK | Buy | LANDMARK INFRASTRCTUR PARTR LP COM UNIT LTD | $1,659,000 | -6.9% | 183,372 | +1.9% | 1.72% | -9.8% |
| DLR | Sell | DIGITAL RLTY TR INCORPORATED REIT | $1,562,000 | +0.8% | 10,646 | -2.3% | 1.62% | -2.3% |
| FDX | FEDEX CORPORATION | $1,421,000 | +79.4% | 5,650 | 0.0% | 1.47% | +73.8% | |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT INCORPORATED REIT | $1,418,000 | +20.2% | 199,295 | +10.8% | 1.47% | +16.4% |
| WFC | WELLS FARGO COMPANY NEW | $1,351,000 | -8.2% | 57,504 | 0.0% | 1.40% | -11.1% | |
| AVB | Buy | AVALONBAY CMNTYS INCORPORATED REIT | $1,339,000 | +66.1% | 8,971 | +72.0% | 1.39% | +61.0% |
| PG | Buy | PROCTER AND GAMBLE COMPANY | $1,307,000 | +16.8% | 9,406 | +0.4% | 1.35% | +13.1% |
| T | Buy | AT&T INCORPORATED | $1,239,000 | -0.3% | 43,484 | +5.7% | 1.28% | -3.4% |
| MFA | Sell | MFA FINL INCORPORATED REIT | $1,232,000 | +7.6% | 460,045 | -0.0% | 1.28% | +4.3% |
| BRX | Sell | BRIXMOR PROPERTY GROUP INCORPORATED REIT | $1,193,000 | -14.5% | 102,053 | -6.2% | 1.24% | -17.2% |
| LOW | LOWES COMPANIES INCORPORATED | $1,094,000 | +22.8% | 6,598 | 0.0% | 1.13% | +19.0% | |
| NSC | Buy | NORFOLK SOUTHN CORPORATION | $1,082,000 | +22.0% | 5,056 | +0.0% | 1.12% | +18.1% |
| APTS | Sell | PREFERRED APT CMNTYS INCORPORATED REIT | $1,077,000 | -30.0% | 199,507 | -1.5% | 1.12% | -32.2% |
| CTT | Sell | CATCHMARK TIMBER TR INCORPORATED CLASS A REIT | $1,075,000 | +0.7% | 120,456 | -0.1% | 1.11% | -2.4% |
| AIV | Buy | APARTMENT INVT & MGMT COMPANY CLASS A REIT | $993,000 | +6.1% | 29,449 | +18.3% | 1.03% | +2.8% |
| OHI | Buy | OMEGA HEALTHCARE INVS INCORPORATED REIT | $968,000 | +1.9% | 32,340 | +1.2% | 1.00% | -1.3% |
| STAG | Sell | STAG INDL INCORPORATED REIT | $950,000 | -32.0% | 31,169 | -34.6% | 0.98% | -34.1% |
| SO | Sell | SOUTHERN COMPANY | $932,000 | +3.7% | 17,190 | -0.9% | 0.97% | +0.5% |
| PFE | Buy | PFIZER INCORPORATED | $929,000 | +22.4% | 25,317 | +9.0% | 0.96% | +18.6% |
| VTR | Buy | VENTAS INCORPORATED REIT | $928,000 | +16.0% | 22,119 | +1.2% | 0.96% | +12.4% |
| IVW | ISHARES TR S&P 500 GRWT ETF | $874,000 | +11.3% | 3,785 | 0.0% | 0.91% | +8.0% | |
| VUG | Sell | VANGUARD GROWTH ETF | $853,000 | +4.9% | 3,750 | -6.8% | 0.88% | +1.7% |
| MSFT | Buy | MICROSOFT CORPORATION | $851,000 | +4.4% | 4,047 | +1.0% | 0.88% | +1.1% |
| VBR | Buy | VANGUARD SMALL-CAP VALUE ETF | $814,000 | +34.8% | 7,365 | +30.4% | 0.84% | +30.5% |
| IEFA | Sell | ISHARES TR CORE MSCI EAFE | $789,000 | +2.6% | 13,101 | -2.7% | 0.82% | -0.5% |
| FB | Sell | FACEBOOK INCORPORATED CLASS A | $789,000 | +12.6% | 3,013 | -2.5% | 0.82% | +9.1% |
| VOE | Buy | VANGUARD MID-CAP VALUE ETF | $779,000 | +54.9% | 7,690 | +46.1% | 0.81% | +50.0% |
| JPM | Buy | JPMORGAN CHASE & COMPANY | $746,000 | +13.7% | 7,758 | +11.2% | 0.77% | +10.1% |
| SNR | Sell | NEW SR INVT GROUP INCORPORATED REIT | $713,000 | +10.0% | 178,492 | -0.3% | 0.74% | +6.6% |
| ETN | EATON CORPORATION PLC SHS | $704,000 | +16.6% | 6,909 | 0.0% | 0.73% | +13.0% | |
| CCL | Buy | CARNIVAL CORPORATION PAIRED CTF | $680,000 | -5.3% | 44,822 | +2.4% | 0.70% | -8.2% |
| XLF | Buy | SPDR FINANCIAL SELECT SECTOR FUND | $680,000 | +105.4% | 28,251 | +97.0% | 0.70% | +99.2% |
| IEMG | Sell | ISHARES INCORPORATED CORE MSCI EMKT | $678,000 | +2.6% | 12,858 | -7.5% | 0.70% | -0.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $669,000 | +35.2% | 3,145 | +13.3% | 0.69% | +31.0% |
| IWP | Sell | ISHARES TR RUS MD CP GR ETF | $655,000 | +9.0% | 3,791 | -0.4% | 0.68% | +5.6% |
| IJT | ISHARES TR S&P SML 600 GWT | $653,000 | +4.0% | 3,703 | 0.0% | 0.68% | +0.7% | |
| XOM | Buy | EXXON MOBIL CORPORATION | $646,000 | -22.4% | 18,840 | +1.1% | 0.67% | -24.9% |
| LMT | LOCKHEED MARTIN CORPORATION | $642,000 | +5.1% | 1,676 | 0.0% | 0.66% | +1.8% | |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N V SHS - A - | $631,000 | +10.9% | 8,960 | +3.5% | 0.65% | +7.6% |
| LLY | Buy | LILLY ELI & COMPANY | $628,000 | -8.5% | 4,245 | +1.6% | 0.65% | -11.3% |
| DUK | Buy | DUKE ENERGY CORPORATION NEW COM NEW | $617,000 | +25.9% | 6,977 | +13.7% | 0.64% | +21.9% |
| CONE | Buy | CYRUSONE INCORPORATED REIT | $601,000 | -3.4% | 8,588 | +0.3% | 0.62% | -6.3% |
| O | Buy | REALTY INCOME CORPORATION REIT | $600,000 | +2.9% | 9,890 | +0.8% | 0.62% | -0.2% |
| MRK | Buy | MERCK & COMPANY. INCORPORATED | $599,000 | +9.1% | 7,224 | +1.7% | 0.62% | +5.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $591,000 | +7.3% | 3,971 | +1.3% | 0.61% | +3.9% |
| JCAP | Sell | JERNIGAN CAP INCORPORATED REIT | $577,000 | -5.7% | 33,718 | -24.7% | 0.60% | -8.6% |
| NOW | Buy | SERVICENOW INCORPORATED | $573,000 | +22.2% | 1,183 | +2.2% | 0.59% | +18.3% |
| VBK | Sell | VANGUARD SMALL-CAP GROWTH ETF | $567,000 | +7.4% | 2,640 | -0.4% | 0.59% | +4.1% |
| VZ | Sell | VERIZON COMMUNICATIONS INCORPORATED | $549,000 | -3.0% | 9,231 | -10.2% | 0.57% | -6.0% |
| CSCO | Buy | CISCO SYSTEMS INCORPORATED | $539,000 | -10.0% | 13,696 | +6.5% | 0.56% | -12.8% |
| CWB | SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF | $525,000 | +13.9% | 7,630 | 0.0% | 0.54% | +10.3% | |
| UPS | Buy | UNITED PARCEL SERVICE INCORPORATED CLASS B | $513,000 | +50.4% | 3,083 | +0.5% | 0.53% | +45.8% |
| VOT | VANGUARD MID-CAP GROWTH ETF | $511,000 | +9.2% | 2,840 | 0.0% | 0.53% | +6.0% | |
| PAGP | Buy | PLAINS GP HLDGS L P LTD PARTNR INT A | $504,000 | -30.6% | 82,874 | +1.5% | 0.52% | -32.7% |
| BG | Buy | BUNGE LIMITED | $495,000 | +12.0% | 10,841 | +0.8% | 0.51% | +8.5% |
| WMT | Buy | WALMART INCORPORATED | $490,000 | +16.7% | 3,509 | +0.0% | 0.51% | +13.1% |
| AGNC | Buy | AGNC INVT CORPORATION REIT | $483,000 | +10.5% | 34,750 | +2.3% | 0.50% | +7.3% |
| IVE | ISHARES TR S&P 500 VAL ETF | $467,000 | +4.0% | 4,154 | 0.0% | 0.48% | +0.8% | |
| FVD | Sell | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $466,000 | -1.5% | 14,839 | -5.0% | 0.48% | -4.5% |
| MINT | Buy | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $462,000 | +79.1% | 4,540 | +78.7% | 0.48% | +73.6% |
| GDV | Buy | GABELLI DIVID & INCOME TR | $449,000 | +5.6% | 24,484 | +1.2% | 0.46% | +2.2% |
| KMI | Buy | KINDER MORGAN INCORPORATED DEL | $439,000 | -6.0% | 35,636 | +15.7% | 0.46% | -8.8% |
| SBRA | Buy | SABRA HEALTH CARE REIT INCORPORATED REIT | $437,000 | -2.7% | 31,767 | +2.0% | 0.45% | -5.6% |
| LUMN | Sell | LUMEN TECHNOLOGIES INCORPORATED | $435,000 | -34.8% | 43,175 | -35.1% | 0.45% | -36.7% |
| DAL | Buy | DELTA AIR LINES INCORPORATED DEL COM NEW | $432,000 | +14.6% | 14,130 | +5.1% | 0.45% | +11.2% |
| SPYV | New | SPDR PORTFOLIO S&P 500 VALUE ETF | $422,000 | – | 14,003 | +100.0% | 0.44% | – |
| KO | Buy | COCA COLA COMPANY | $417,000 | +29.5% | 8,463 | +17.1% | 0.43% | +25.6% |
| CPT | New | CAMDEN PROPERTY TR SH BEN INT REIT | $415,000 | – | 4,673 | +100.0% | 0.43% | – |
| MMM | Sell | 3M COMPANY | $409,000 | +2.2% | 2,554 | -0.5% | 0.42% | -0.9% |
| ROL | Sell | ROLLINS INCORPORATED | $404,000 | -5.6% | 7,466 | -26.2% | 0.42% | -8.5% |
| MDT | Buy | MEDTRONIC PLC SHS | $400,000 | +48.7% | 3,856 | +31.3% | 0.41% | +43.8% |
| XLE | Sell | SPDR ENERGY SELECT SECTOR FUND | $389,000 | -21.3% | 13,019 | -0.3% | 0.40% | -23.7% |
| MPW | Sell | MEDICAL PPTYS TRUST INCORPORATED REIT | $377,000 | -8.3% | 21,395 | -2.3% | 0.39% | -11.1% |
| SUM | New | SUMMIT MATLS INCORPORATED CLASS A | $375,000 | – | 22,725 | +100.0% | 0.39% | – |
| RF | Sell | REGIONS FINANCIAL CORPORATION NEW | $368,000 | +1.9% | 31,978 | -1.7% | 0.38% | -1.3% |
| GIS | Sell | GENERAL MLS INCORPORATED | $362,000 | -38.7% | 5,872 | -38.8% | 0.38% | -40.7% |
| GD | Sell | GENERAL DYNAMICS CORPORATION | $359,000 | -17.1% | 2,600 | -10.3% | 0.37% | -19.7% |
| FBHS | FORTUNE BRANDS HOME & SEC INCORPORATED | $351,000 | +35.5% | 4,061 | 0.0% | 0.36% | +31.4% | |
| AFL | Sell | AFLAC INCORPORATED | $347,000 | -13.7% | 9,550 | -14.6% | 0.36% | -16.3% |
| PEP | Buy | PEPSICO INCORPORATED | $344,000 | +4.9% | 2,486 | +0.1% | 0.36% | +1.4% |
| VFC | V F CORPORATION | $333,000 | +15.2% | 4,750 | 0.0% | 0.34% | +11.7% | |
| UBER | Sell | UBER TECHNOLOGIES INCORPORATED | $314,000 | +7.2% | 8,617 | -8.9% | 0.32% | +3.8% |
| KMB | Buy | KIMBERLY-CLARK CORPORATION | $312,000 | +5.8% | 2,117 | +1.2% | 0.32% | +2.5% |
| ABBV | Buy | ABBVIE INCORPORATED | $310,000 | -10.7% | 3,542 | +0.1% | 0.32% | -13.5% |
| INTC | Buy | INTEL CORPORATION | $308,000 | +11.6% | 5,951 | +28.8% | 0.32% | +8.1% |
| ADDYY | Sell | ADIDAS AG ADR | $301,000 | +21.9% | 1,860 | -1.6% | 0.31% | +18.2% |
| FIS | Buy | FIDELITY NATL INFORMATION SVCS | $300,000 | +10.3% | 2,038 | +0.2% | 0.31% | +6.9% |
| CAT | Sell | CATERPILLAR INCORPORATED DEL | $299,000 | +7.6% | 2,009 | -8.6% | 0.31% | +4.4% |
| ESS | Buy | ESSEX PROPERTY TR INCORPORATED REIT | $295,000 | +28.8% | 1,471 | +47.1% | 0.31% | +24.9% |
| CTRE | CARETRUST REIT INCORPORATED REIT | $288,000 | +3.6% | 16,228 | 0.0% | 0.30% | +0.3% | |
| WY | Sell | WEYERHAEUSER COMPANY MTN BE COM NEW REIT | $288,000 | -49.9% | 10,098 | -60.6% | 0.30% | -51.5% |
| BMY | Sell | BRISTOL-MYERS SQUIBB COMPANY | $273,000 | +1.5% | 4,536 | -1.0% | 0.28% | -1.7% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORPORATION | $270,000 | -19.2% | 4,706 | -13.2% | 0.28% | -21.6% |
| FHN | FIRST HORIZON NATL CORPORATION | $269,000 | -5.3% | 28,554 | 0.0% | 0.28% | -8.2% | |
| MLM | New | MARTIN MARIETTA MATLS INCORPORATED | $264,000 | – | 1,125 | +100.0% | 0.27% | – |
| GOOGL | Buy | ALPHABET INCORPORATED CAP STK CLASS A | $259,000 | +4.0% | 177 | +0.6% | 0.27% | +0.8% |
| CVX | Buy | CHEVRON CORPORATION NEW | $258,000 | -19.1% | 3,595 | +0.3% | 0.27% | -21.7% |
| ABT | Buy | ABBOTT LABS | $247,000 | +19.9% | 2,269 | +0.3% | 0.26% | +16.4% |
| VGT | Sell | VANGUARD INFORMATION TECHNOLOGY ETF | $241,000 | -52.7% | 775 | -57.7% | 0.25% | -54.1% |
| IWN | ISHARES TR RUS 2000 VAL ETF | $239,000 | +1.7% | 2,414 | 0.0% | 0.25% | -1.2% | |
| CMCSA | Sell | COMCAST CORPORATION NEW CLASS A | $238,000 | -13.1% | 5,165 | -26.8% | 0.25% | -15.7% |
| SSP | Buy | SCRIPPS E W COMPANY OHIO CLASS A NEW | $230,000 | +31.4% | 20,164 | +0.3% | 0.24% | +27.3% |
| SCHD | New | SCHWAB US DIVIDEND EQUITY ETF | $230,000 | – | 4,176 | +100.0% | 0.24% | – |
| IJJ | ISHARES TR S&P MC 400VL ETF | $227,000 | +1.3% | 1,686 | 0.0% | 0.24% | -2.1% | |
| GILD | Sell | GILEAD SCIENCES INCORPORATED | $219,000 | -22.6% | 3,478 | -5.5% | 0.23% | -25.1% |
| DOC | Buy | PHYSICIANS RLTY TR REIT | $216,000 | +2.9% | 12,111 | +1.0% | 0.22% | -0.4% |
| FPI | Buy | FARMLAND PARTNERS INCORPORATED REIT | $215,000 | -2.3% | 32,400 | +0.7% | 0.22% | -5.1% |
| BA | New | BOEING COMPANY | $212,000 | – | 1,285 | +100.0% | 0.22% | – |
| GOOG | New | ALPHABET INCORPORATED CAP STK CLASS C | $207,000 | – | 141 | +100.0% | 0.22% | – |
| ICE | Sell | INTERCONTINENTAL EXCHANGE INCORPORATED | $206,000 | -8.4% | 2,065 | -16.2% | 0.21% | -11.6% |
| FPE | Sell | FIRST TRUST PREFERRED SECURITIES AND INCOME ETF | $206,000 | +3.0% | 10,756 | -1.2% | 0.21% | -0.5% |
| AXP | Sell | AMERICAN EXPRESS COMPANY | $204,000 | -17.1% | 2,040 | -21.2% | 0.21% | -19.8% |
| BAC | Sell | BK OF AMERICA CORPORATION | $203,000 | -1.5% | 8,465 | -2.5% | 0.21% | -4.5% |
| HY | Sell | HYSTER YALE MATLS HANDLING INCORPORATED CLASS A | $202,000 | -3.8% | 5,439 | -0.2% | 0.21% | -7.1% |
| AROC | Buy | ARCHROCK INCORPORATED | $177,000 | +1.1% | 32,977 | +22.3% | 0.18% | -2.1% |
| MRO | Buy | MARATHON OIL CORPORATION | $163,000 | -29.7% | 40,010 | +5.3% | 0.17% | -31.9% |
| CORR | Sell | CORENERGY INFRASTRUCTURE TR IN COM NEW REIT | $163,000 | -66.0% | 28,063 | -46.4% | 0.17% | -67.0% |
| IVR | Sell | INVESCO MORTGAGE CAPITAL INCORPORATED REIT | $161,000 | -32.9% | 59,537 | -7.5% | 0.17% | -35.0% |
| CIM | Buy | CHIMERA INVT CORPORATION COM NEW REIT | $87,000 | -12.1% | 10,690 | +3.1% | 0.09% | -15.1% |
| GAB | GABELLI EQUITY TR INCORPORATED | $80,000 | +1.3% | 15,733 | 0.0% | 0.08% | -1.2% | |
| Buy | REDWOOD MORTGAGE INVESTORS VIII LIMITED PARTNERSHIP | $36,000 | 0.0% | 36,153 | +0.1% | 0.04% | -2.6% | |
| TRDX | TREND EXPL INCORPORATED | $1,000 | 0.0% | 384,000 | 0.0% | 0.00% | 0.0% | |
| INIS | INTERNATIONAL ISOTOPES INCORPORATED | $1,000 | 0.0% | 20,000 | 0.0% | 0.00% | 0.0% | |
| VCTY | VIDEOLOCITY INTERNATIONAL INCORPORATED COM NEW | $0 | – | 625,000 | 0.0% | 0.00% | – | |
| SMEV | SIMULATED ENVIROMENT CONCEPTS | $0 | -100.0% | 1,053,000 | 0.0% | 0.00% | -100.0% | |
| CBLAQ | Exit | CBL & ASSOC PPTYS INCORPORATED REIT | $0 | – | -26,967 | -100.0% | -0.01% | – |
| Exit | BLACK CREEK DIVERSIFIED PROPERTY CLASS I REIT | $0 | – | -10,029 | -100.0% | -0.08% | – | |
| PSAPRX | Exit | PUBLIC STORAGE, PERPETUAL MATURITY REIT PFD | $0 | – | -8,434 | -100.0% | -0.23% | – |
| SCEPRG | Exit | SCE TR II TR PFD | $0 | – | -9,743 | -100.0% | -0.24% | – |
| BIDU | Exit | BAIDU INCORPORATED SPON ADR REP A | $0 | – | -2,085 | -100.0% | -0.27% | – |
| VLO | Exit | VALERO ENERGY CORPORATION | $0 | – | -4,461 | -100.0% | -0.28% | – |
| NWL | Exit | NEWELL BRANDS INCORPORATED | $0 | – | -17,502 | -100.0% | -0.30% | – |
| SWK | Exit | STANLEY BLACK & DECKER INCORPORATED | $0 | – | -2,710 | -100.0% | -0.40% | – |
| OKE | Exit | ONEOK INCORPORATED NEW | $0 | – | -11,941 | -100.0% | -0.42% | – |
| GS | Exit | GOLDMAN SACHS GROUP INCORPORATED | $0 | – | -2,025 | -100.0% | -0.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2020-11-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WP CAREY INCORPORATED REIT | 16 | Q3 2023 | 3.6% |
| AMAZON COM INCORPORATED | 16 | Q3 2023 | 3.9% |
| ALTRIA GROUP INCORPORATED | 16 | Q3 2023 | 3.7% |
| HOME DEPOT INCORPORATED | 16 | Q3 2023 | 3.2% |
| RITHM CAPITAL CORPORATION COM NEW REIT | 16 | Q3 2023 | 3.5% |
| DIGITAL RLTY TR INCORPORATED REIT | 16 | Q3 2023 | 2.8% |
| APPLE INCORPORATED | 16 | Q3 2023 | 3.5% |
| REALTY INCOME CORPORATION REIT | 16 | Q3 2023 | 3.1% |
| LADDER CAP CORPORATION CLASS A REIT | 16 | Q3 2023 | 3.2% |
| WELLS FARGO COMPANY NEW | 16 | Q3 2023 | 2.9% |
View Capital Square, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-01-18 |
| 13F-HR | 2021-11-02 |
View Capital Square, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.