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Disclosery

NewSquare Capital LLC: CF position timeline

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

NewSquare Capital LLC held 46,164 CF 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 46,164 shares
    Change vs previous 13F -23,777 shares

    0.37% of the 13F portfolio, value $4,997,715.

    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 69,941 shares
    Change vs previous 13F -1,870 shares

    0.79% of the 13F portfolio, value $9,081,118.

    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 71,811 shares
    Change vs previous 13F -29,412 shares

    0.49% of the 13F portfolio, value $5,553,833.

    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 101,223 shares
    Change vs previous 13F +618 shares

    0.62% of the 13F portfolio, value $9,079,734.

    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 100,605 shares
    Change vs previous 13F +4,936 shares

    0.69% of the 13F portfolio, value $9,255,669.

    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 95,669 shares
    Change vs previous 13F -476 shares

    0.61% of the 13F portfolio, value $7,476,523.

    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 96,145 shares
    Change vs previous 13F +66 shares

    0.66% of the 13F portfolio, value $8,203,061.

    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 96,079 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $8,243,616.

    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).