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Disclosery

NewSquare Capital LLC: MSFT position timeline

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

NewSquare Capital LLC held 18,771 MSFT 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 18,771 shares
    Change vs previous 13F +1,380 shares

    0.52% of the 13F portfolio, value $7,002,037.

    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 17,391 shares
    Change vs previous 13F +797 shares

    0.56% of the 13F portfolio, value $6,437,685.

    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 16,594 shares
    Change vs previous 13F -6,693 shares

    0.71% of the 13F portfolio, value $8,025,238.

    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 23,287 shares
    Change vs previous 13F +2,302 shares

    0.82% of the 13F portfolio, value $12,061,364.

    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 20,985 shares
    Change vs previous 13F +2,160 shares

    0.78% of the 13F portfolio, value $10,437,907.

    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 18,825 shares
    Change vs previous 13F +2,531 shares

    0.58% of the 13F portfolio, value $7,066,534.

    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 16,294 shares
    Change vs previous 13F +1,589 shares

    0.55% of the 13F portfolio, value $6,867,716.

    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 14,705 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $6,327,564.

    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).