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Disclosery

NewSquare Capital LLC: CM position timeline

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

NewSquare Capital LLC held 74,126 CM 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 74,126 shares
    Change vs previous 13F +3,337 shares

    0.63% of the 13F portfolio, value $8,524,490.

    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 70,789 shares
    Change vs previous 13F +878 shares

    0.58% of the 13F portfolio, value $6,707,258.

    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 69,911 shares
    Change vs previous 13F -31,326 shares

    0.56% of the 13F portfolio, value $6,334,636.

    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 101,237 shares
    Change vs previous 13F +2,880 shares

    0.55% of the 13F portfolio, value $8,087,824.

    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 98,357 shares
    Change vs previous 13F +3,205 shares

    0.52% of the 13F portfolio, value $6,966,626.

    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 95,152 shares
    Change vs previous 13F +2,631 shares

    0.44% of the 13F portfolio, value $5,357,058.

    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 92,521 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $5,850,103.

    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).