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Disclosery

NewSquare Capital LLC: AVGO position timeline

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

NewSquare Capital LLC held 12,643 AVGO 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 12,643 shares
    Change vs previous 13F +1,670 shares

    0.35% of the 13F portfolio, value $4,775,942.

    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 10,973 shares
    Change vs previous 13F +1,468 shares

    0.3% of the 13F portfolio, value $3,396,284.

    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 9,505 shares
    Change vs previous 13F -9,491 shares

    0.29% of the 13F portfolio, value $3,289,702.

    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 18,996 shares
    Change vs previous 13F +2,184 shares

    0.42% of the 13F portfolio, value $6,266,980.

    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 16,812 shares
    Change vs previous 13F +591 shares

    0.34% of the 13F portfolio, value $4,634,228.

    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 16,221 shares
    Change vs previous 13F +1,233 shares

    0.22% of the 13F portfolio, value $2,715,882.

    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 14,988 shares
    Change vs previous 13F +758 shares

    0.28% of the 13F portfolio, value $3,474,818.

    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 14,230 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,454,675.

    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).