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Disclosery

NewSquare Capital LLC: IBM position timeline

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

NewSquare Capital LLC held 50,136 IBM 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 50,136 shares
    Change vs previous 13F +2,818 shares

    1.05% of the 13F portfolio, value $14,098,766.

    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 47,318 shares
    Change vs previous 13F -354 shares

    1% of the 13F portfolio, value $11,469,530.

    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 47,672 shares
    Change vs previous 13F -17,661 shares

    1.25% of the 13F portfolio, value $14,121,020.

    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 65,333 shares
    Change vs previous 13F +2,201 shares

    1.25% of the 13F portfolio, value $18,434,413.

    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 63,132 shares
    Change vs previous 13F +2,738 shares

    1.37% of the 13F portfolio, value $18,392,075.

    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 60,394 shares
    Change vs previous 13F +248 shares

    1.21% of the 13F portfolio, value $14,833,782.

    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 60,146 shares
    Change vs previous 13F -353 shares

    1.04% of the 13F portfolio, value $13,059,469.

    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 60,499 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $13,211,728.

    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).