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Disclosery

NewSquare Capital LLC: MUNI position timeline

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

NewSquare Capital LLC held 6,163 MUNI 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 6,163 shares
    Change vs previous 13F +148 shares

    0.02% of the 13F portfolio, value $324,174.

    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 6,015 shares
    Change vs previous 13F +241 shares

    0.03% of the 13F portfolio, value $313,923.

    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 5,774 shares
    Change vs previous 13F -728 shares

    0.03% of the 13F portfolio, value $302,615.

    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 6,502 shares
    Change vs previous 13F +424 shares

    0.02% of the 13F portfolio, value $339,925.

    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 6,078 shares
    Change vs previous 13F +166 shares

    0.02% of the 13F portfolio, value $312,166.

    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 5,912 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $304,764.

    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).