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Disclosery

NewSquare Capital LLC: IJH position timeline

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

NewSquare Capital LLC held 508,963 IJH 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 508,963 shares
    Change vs previous 13F +13,494 shares

    2.92% of the 13F portfolio, value $39,246,118.

    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 495,469 shares
    Change vs previous 13F +5,932 shares

    2.91% of the 13F portfolio, value $33,458,997.

    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 489,537 shares
    Change vs previous 13F -113,564 shares

    2.85% of the 13F portfolio, value $32,309,411.

    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 603,101 shares
    Change vs previous 13F +20,190 shares

    2.67% of the 13F portfolio, value $39,358,403.

    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 582,911 shares
    Change vs previous 13F +24,274 shares

    2.69% of the 13F portfolio, value $36,152,161.

    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 558,637 shares
    Change vs previous 13F +18,837 shares

    2.66% of the 13F portfolio, value $32,596,484.

    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 539,800 shares
    Change vs previous 13F -7,415 shares

    2.69% of the 13F portfolio, value $33,634,950.

    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 547,215 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $34,102,451.

    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).