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Disclosery

NewSquare Capital LLC: AGG position timeline

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

NewSquare Capital LLC held 93,072 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,072 shares
    Change vs previous 13F +729 shares

    0.68% of the 13F portfolio, value $9,212,267.

    13F-HR 0001546989-26-000003 filed by NewSquare Capital 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 92,343 shares
    Change vs previous 13F -5,248 shares

    0.8% of the 13F portfolio, value $9,166,890.

    13F-HR 0001546989-26-000002 filed by NewSquare Capital 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 97,591 shares
    Change vs previous 13F -36,809 shares

    0.86% of the 13F portfolio, value $9,747,389.

    13F-HR 0001546989-26-000001 filed by NewSquare Capital 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 134,400 shares
    Change vs previous 13F +10,622 shares

    0.91% of the 13F portfolio, value $13,473,600.

    13F-HR 0001546989-25-000006 filed by NewSquare Capital 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 123,778 shares
    Change vs previous 13F -2,225 shares

    0.91% of the 13F portfolio, value $12,278,778.

    13F-HR 0001546989-25-000005 filed by NewSquare Capital 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 126,003 shares
    Change vs previous 13F -2,346 shares

    1.02% of the 13F portfolio, value $12,464,217.

    13F-HR 0001546989-25-000002 filed by NewSquare Capital 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 128,349 shares
    Change vs previous 13F +1,760 shares

    0.99% of the 13F portfolio, value $12,437,018.

    13F-HR 0001546989-25-000001 filed by NewSquare Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 126,589 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $12,819,668.

    13F-HR 0001546989-24-000005 filed by NewSquare Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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