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Disclosery

NewSquare Capital LLC: BND position timeline

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

NewSquare Capital LLC held 457,391 BND 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 457,391 shares
    Change vs previous 13F +26,263 shares

    2.49% of the 13F portfolio, value $33,577,073.

    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 431,128 shares
    Change vs previous 13F +19,320 shares

    2.77% of the 13F portfolio, value $31,748,265.

    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 411,808 shares
    Change vs previous 13F -40,149 shares

    2.69% of the 13F portfolio, value $30,502,618.

    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 451,957 shares
    Change vs previous 13F +52,676 shares

    2.28% of the 13F portfolio, value $33,612,042.

    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 399,281 shares
    Change vs previous 13F +6,477 shares

    2.19% of the 13F portfolio, value $29,399,060.

    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 392,804 shares
    Change vs previous 13F -13,560 shares

    2.35% of the 13F portfolio, value $28,851,453.

    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 406,364 shares
    Change vs previous 13F +13,799 shares

    2.34% of the 13F portfolio, value $29,221,635.

    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 392,565 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $29,485,557.

    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).