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Disclosery

NewSquare Capital LLC: CMS position timeline

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

NewSquare Capital LLC held 90,885 CMS 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 90,885 shares
    Change vs previous 13F +4,274 shares

    0.52% of the 13F portfolio, value $6,952,703.

    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 86,611 shares
    Change vs previous 13F -1,857 shares

    0.59% of the 13F portfolio, value $6,719,295.

    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 88,468 shares
    Change vs previous 13F -35,595 shares

    0.55% of the 13F portfolio, value $6,186,557.

    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 124,063 shares
    Change vs previous 13F -885 shares

    0.62% of the 13F portfolio, value $9,088,888.

    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 124,948 shares
    Change vs previous 13F +6,693 shares

    0.63% of the 13F portfolio, value $8,533,907.

    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 118,255 shares
    Change vs previous 13F -11 shares

    0.71% of the 13F portfolio, value $8,749,156.

    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 118,266 shares
    Change vs previous 13F -285 shares

    0.62% of the 13F portfolio, value $7,764,675.

    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 118,551 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $8,248,340.

    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).