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Disclosery

NewSquare Capital LLC: EIS position timeline

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

NewSquare Capital LLC held 32,532 EIS 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 32,532 shares
    Change vs previous 13F -659 shares

    0.29% of the 13F portfolio, value $3,926,938.

    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 33,191 shares
    Change vs previous 13F +23,321 shares

    0.34% of the 13F portfolio, value $3,851,484.

    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 9,870 shares
    Change vs previous 13F -6,356 shares

    0.1% of the 13F portfolio, value $1,085,996.

    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 16,226 shares
    Change vs previous 13F +1,199 shares

    0.11% of the 13F portfolio, value $1,627,468.

    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 15,027 shares
    Change vs previous 13F -74 shares

    0.11% of the 13F portfolio, value $1,425,762.

    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 15,101 shares
    Change vs previous 13F -1,617 shares

    0.09% of the 13F portfolio, value $1,122,910.

    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 16,718 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,288,122.

    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).