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Disclosery

NewSquare Capital LLC: CMI position timeline

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

NewSquare Capital LLC held 14,869 CMI 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 14,869 shares
    Change vs previous 13F +712 shares

    0.79% of the 13F portfolio, value $10,604,719.

    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 14,157 shares
    Change vs previous 13F -12,856 shares

    0.66% of the 13F portfolio, value $7,616,848.

    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 27,013 shares
    Change vs previous 13F -11,486 shares

    1.22% of the 13F portfolio, value $13,788,867.

    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 38,499 shares
    Change vs previous 13F +445 shares

    1.1% of the 13F portfolio, value $16,260,878.

    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 38,054 shares
    Change vs previous 13F +1,395 shares

    0.92% of the 13F portfolio, value $12,372,601.

    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 36,659 shares
    Change vs previous 13F +271 shares

    0.93% of the 13F portfolio, value $11,404,493.

    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 36,388 shares
    Change vs previous 13F +609 shares

    1.01% of the 13F portfolio, value $12,589,273.

    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 35,779 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $11,496,112.

    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).