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Disclosery

NewSquare Capital LLC: CVS position timeline

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

NewSquare Capital LLC held 83,396 CVS 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 83,396 shares
    Change vs previous 13F +4,789 shares

    0.64% of the 13F portfolio, value $8,627,343.

    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 78,607 shares
    Change vs previous 13F -1,201 shares

    0.49% of the 13F portfolio, value $5,645,548.

    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 79,808 shares
    Change vs previous 13F -31,630 shares

    0.56% of the 13F portfolio, value $6,333,596.

    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 111,438 shares
    Change vs previous 13F -80 shares

    0.57% of the 13F portfolio, value $8,401,310.

    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 111,518 shares
    Change vs previous 13F +4,854 shares

    0.56% of the 13F portfolio, value $7,594,718.

    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 106,664 shares
    Change vs previous 13F -398 shares

    0.58% of the 13F portfolio, value $7,130,431.

    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 107,062 shares
    Change vs previous 13F -487 shares

    0.38% of the 13F portfolio, value $4,742,875.

    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 107,549 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $6,673,632.

    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).