NewSquare Capital LLC: FMB position timeline

NewSquare Capital LLC held 12,769 FMB 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 12,769 shares

   Change vs previous 13F +231 shares

   0.05% of the 13F portfolio, value $655,908.

   13F-HR 0001546989-26-000003 filed by NewSquare Capital LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 12,538 shares

   Change vs previous 13F +493 shares

   0.06% of the 13F portfolio, value $635,175.

   13F-HR 0001546989-26-000002 filed by NewSquare Capital LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 12,045 shares

   Change vs previous 13F -1,623 shares

   0.05% of the 13F portfolio, value $615,921.

   13F-HR 0001546989-26-000001 filed by NewSquare Capital LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 13,668 shares

   Change vs previous 13F +519 shares

   0.05% of the 13F portfolio, value $692,989.

   13F-HR 0001546989-25-000006 filed by NewSquare Capital LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 13,149 shares

   Change vs previous 13F +342 shares

   0.05% of the 13F portfolio, value $655,083.

   13F-HR 0001546989-25-000005 filed by NewSquare Capital LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 12,807 shares

   Change vs previous 13F +514 shares

   0.05% of the 13F portfolio, value $645,757.

   13F-HR 0001546989-25-000002 filed by NewSquare Capital LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 12,293 shares

   Change vs previous 13F -566 shares

   0.05% of the 13F portfolio, value $627,066.

   13F-HR 0001546989-25-000001 filed by NewSquare Capital LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 12,859 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $668,154.

   13F-HR 0001546989-24-000005 filed by NewSquare Capital LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).