Square Inc cl a shares owned by Carlson Financial
Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by Carlson Financial
from 13F filings
Historical chart of Carlson Financial investment in Square Inc cl a
Tip: Access up to 7 years of quarterly data
All positions including Square Inc cl a held by Carlson Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Square Inc cl a by Carlson Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $314k | 4.1k | 76.00 |
| 2026-03-31 | $252k | 4.2k | 60.18 |
| 2025-12-31 | $279k | 4.3k | 65.09 |