Capital Square, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationchattanooga, TN
- CIK0001798736
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
201 | $187.59 M | PFF, VTI, AMZN, LLY | 13F-HR | Aug 11, 2025 | 000179873625000003 | ||
191 | $170.27 M | PFF, VTI, LLY, AMZN | 13F-HR | May 14, 2025 | 000179873625000002 | ||
189 | $176.00 M | PFF, VTI, AMZN, LLY | 13F-HR | Feb 13, 2025 | 000179873625000001 | ||
169 | $164.67 M | PFF, VTI, LLY, AMZN | 13F-HR | Nov 13, 2024 | 000179873624000004 | ||
159 | $153.79 M | PFF, VTI, LLY, AMZN | 13F-HR | Aug 1, 2024 | 000179873624000003 | ||
156 | $141.67 M | PFF, VTI, LLY, AMZN | 13F-HR | May 7, 2024 | 000179873624000002 | ||
111 | $88.50 M | AMT, AMZN, AAPL, LLY | 13F-HR | Jan 26, 2024 | 000179873624000001 | ||
99 | $74.26 M | AMZN, MO, LLY, AMT | 13F-HR | Nov 13, 2023 | 000179873623000005 | ||
134 | $108.08 M | VTI, AMT, WPC, AMZN | 13F-HR | Aug 8, 2023 | 000179873623000004 | ||
146 | $108.08 M | VTI, AMT, O, WPC | 13F-HR | Apr 24, 2023 | 000179873623000003 | ||
143 | $110.66 M | VTI, AMT, HD, O | 13F-HR | Feb 10, 2023 | 000179873623000002 | ||
134 | $109.99 M | VTI, BND, AMT, O | 13F-HR | Nov 14, 2022 | 000179873622000005 | ||
146 | $120.51 M | VTI, BND, AMT, O | 13F-HR | Aug 4, 2022 | 000179873622000003 | ||
156 | $140.21 M | VTI, BND, AMT, AMZN | 13F-HR | May 9, 2022 | 000179873622000002 | ||
157 | $144.77 M | IVV, HD, O, AMT | 13F-HR | Jan 18, 2022 | 000179873622000001 | ||
156 | $141.07 M | RITM, IVV, WPC, AMZN | 13F-HR | Nov 2, 2021 | 000179873621000005 | ||
145 | $135.53 M | WPC, VER, AMZN, IVV | 13F-HR | Aug 4, 2021 | 000179873621000004 | ||
143 | $134.40 M | WPC, IVV, BND, RITM | 13F-HR | May 7, 2021 | 000179873621000003 | ||
149 | $119.41 M | WPC, AMZN, BND, STORE CAP CORP | 13F-HR | Feb 12, 2021 | 000179873621000002 | ||
137 | $96.50 M | WPC, AMZN, VER, STORE CAP CORP | RESTATEMENT | Nov 12, 2020 | 000179873620000006 | ||
140 | $93.51 M | WPC, VER, AMZN, IVV | 13F-HR | Jul 27, 2020 | 000179873620000004 | ||
305 | $85.77 M | WPC, IVV, FQI, MO | 13F-HR | Apr 30, 2020 | 000179873620000002 | ||
127 | $104.89 M | MFA, VER, RITM, LADR | 13F-HR | Feb 7, 2020 | 000179873620000001 |