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NewSquare Capital LLC: IGSB position timeline

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

NewSquare Capital LLC held 609,297 IGSB 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 609,297 shares
    Change vs previous 13F +29,130 shares

    2.37% of the 13F portfolio, value $31,933,256.

    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 580,167 shares
    Change vs previous 13F +59,661 shares

    2.66% of the 13F portfolio, value $30,493,578.

    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 520,506 shares
    Change vs previous 13F -129,000 shares

    2.43% of the 13F portfolio, value $27,524,357.

    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 649,506 shares
    Change vs previous 13F +1,175 shares

    2.34% of the 13F portfolio, value $34,443,303.

    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 648,331 shares
    Change vs previous 13F +6,570 shares

    2.54% of the 13F portfolio, value $34,205,944.

    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 641,761 shares
    Change vs previous 13F +11,367 shares

    2.74% of the 13F portfolio, value $33,609,024.

    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 630,394 shares
    Change vs previous 13F -4,610 shares

    2.61% of the 13F portfolio, value $32,591,370.

    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 635,004 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $33,439,311.

    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).