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Disclosery

NewSquare Capital LLC: FIXD position timeline

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

NewSquare Capital LLC held 52,982 FIXD 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 52,982 shares
    Change vs previous 13F +10,055 shares

    0.17% of the 13F portfolio, value $2,310,545.

    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 42,927 shares
    Change vs previous 13F +7,415 shares

    0.16% of the 13F portfolio, value $1,871,188.

    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 35,512 shares
    Change vs previous 13F -2,900 shares

    0.14% of the 13F portfolio, value $1,573,892.

    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 38,412 shares
    Change vs previous 13F +1,238 shares

    0.12% of the 13F portfolio, value $1,706,261.

    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 37,174 shares
    Change vs previous 13F +6,942 shares

    0.12% of the 13F portfolio, value $1,631,567.

    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 30,232 shares
    Change vs previous 13F +7,048 shares

    0.11% of the 13F portfolio, value $1,325,371.

    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 23,184 shares
    Change vs previous 13F +1,082 shares

    0.08% of the 13F portfolio, value $996,216.

    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 22,102 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $999,894.

    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).