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Disclosery

NewSquare Capital LLC: DUK position timeline

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

NewSquare Capital LLC held 51,461 DUK 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 51,461 shares
    Change vs previous 13F +2,556 shares

    0.48% of the 13F portfolio, value $6,513,942.

    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 48,905 shares
    Change vs previous 13F -142 shares

    0.56% of the 13F portfolio, value $6,403,597.

    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 49,047 shares
    Change vs previous 13F -20,111 shares

    0.51% of the 13F portfolio, value $5,748,750.

    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 69,158 shares
    Change vs previous 13F -164 shares

    0.58% of the 13F portfolio, value $8,558,342.

    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 69,322 shares
    Change vs previous 13F +3,278 shares

    0.6% of the 13F portfolio, value $8,071,193.

    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 66,044 shares
    Change vs previous 13F -344 shares

    0.65% of the 13F portfolio, value $7,942,985.

    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 66,388 shares
    Change vs previous 13F -351 shares

    0.56% of the 13F portfolio, value $7,053,438.

    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 66,739 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $7,588,743.

    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).