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Disclosery

NewSquare Capital LLC: ALLY position timeline

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

NewSquare Capital LLC held 27,055 ALLY 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 27,055 shares
    Change vs previous 13F +3,125 shares

    0.09% of the 13F portfolio, value $1,243,195.

    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 23,930 shares
    Change vs previous 13F +1,098 shares

    0.08% of the 13F portfolio, value $938,786.

    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 22,832 shares
    Change vs previous 13F -5,059 shares

    0.09% of the 13F portfolio, value $1,034,070.

    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 27,891 shares
    Change vs previous 13F +27,762 shares

    0.07% of the 13F portfolio, value $1,093,331.

    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 129 shares
    Change vs previous 13F -118 shares

    <0.01% of the 13F portfolio, value $5,025.

    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 247 shares
    Change vs previous 13F +238 shares

    <0.01% of the 13F portfolio, value $9,008.

    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 9 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $324.

    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).