NewSquare Capital LLC: BRK-B position timeline

NewSquare Capital LLC held 1,972 BRK-B 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 1,972 shares

   Change vs previous 13F +395 shares

   0.07% of the 13F portfolio, value $986,769.

   13F-HR 0001546989-26-000003 filed by NewSquare Capital LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,577 shares

   Change vs previous 13F +403 shares

   0.07% of the 13F portfolio, value $755,698.

   13F-HR 0001546989-26-000002 filed by NewSquare Capital LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,174 shares

   Change vs previous 13F -438 shares

   0.05% of the 13F portfolio, value $590,111.

   13F-HR 0001546989-26-000001 filed by NewSquare Capital LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,612 shares

   Change vs previous 13F +547 shares

   0.05% of the 13F portfolio, value $810,417.

   13F-HR 0001546989-25-000006 filed by NewSquare Capital LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,065 shares

   Change vs previous 13F +292 shares

   0.04% of the 13F portfolio, value $517,345.

   13F-HR 0001546989-25-000005 filed by NewSquare Capital LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 773 shares

   Change vs previous 13F +572 shares

   0.03% of the 13F portfolio, value $411,684.

   13F-HR 0001546989-25-000002 filed by NewSquare Capital LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 201 shares

   Change vs previous 13F +81 shares

   0.01% of the 13F portfolio, value $91,109.

   13F-HR 0001546989-25-000001 filed by NewSquare Capital LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 120 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $55,231.

   13F-HR 0001546989-24-000005 filed by NewSquare Capital LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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