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Disclosery

NewSquare Capital LLC: FAF position timeline

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

NewSquare Capital LLC held 102,439 FAF 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 102,439 shares
    Change vs previous 13F +5,636 shares

    0.52% of the 13F portfolio, value $7,026,291.

    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 96,803 shares
    Change vs previous 13F -2,389 shares

    0.51% of the 13F portfolio, value $5,836,225.

    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 99,192 shares
    Change vs previous 13F -40,465 shares

    0.54% of the 13F portfolio, value $6,094,359.

    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 139,657 shares
    Change vs previous 13F -1,484 shares

    0.61% of the 13F portfolio, value $8,971,537.

    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 141,141 shares
    Change vs previous 13F +7,109 shares

    0.63% of the 13F portfolio, value $8,541,092.

    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 134,032 shares
    Change vs previous 13F -251 shares

    0.71% of the 13F portfolio, value $8,664,323.

    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 134,283 shares
    Change vs previous 13F -101 shares

    0.66% of the 13F portfolio, value $8,258,928.

    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 134,384 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $8,737,717.

    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).