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Disclosery

NewSquare Capital LLC: MSM position timeline

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

NewSquare Capital LLC held 66,672 MSM 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 66,672 shares
    Change vs previous 13F +2,520 shares

    0.59% of the 13F portfolio, value $7,930,634.

    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 64,152 shares
    Change vs previous 13F -1,461 shares

    0.52% of the 13F portfolio, value $5,919,269.

    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 65,613 shares
    Change vs previous 13F -26,415 shares

    0.49% of the 13F portfolio, value $5,518,070.

    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 92,028 shares
    Change vs previous 13F -786 shares

    0.57% of the 13F portfolio, value $8,479,443.

    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 92,814 shares
    Change vs previous 13F +3,799 shares

    0.58% of the 13F portfolio, value $7,794,124.

    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 89,015 shares
    Change vs previous 13F -702 shares

    0.56% of the 13F portfolio, value $6,825,396.

    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 89,717 shares
    Change vs previous 13F +46 shares

    0.53% of the 13F portfolio, value $6,615,970.

    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 89,671 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $7,618,948.

    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).