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Disclosery

NewSquare Capital LLC: PDBC position timeline

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

NewSquare Capital LLC held 145,142 PDBC 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 145,142 shares
    Change vs previous 13F +4,671 shares

    0.17% of the 13F portfolio, value $2,304,855.

    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 140,471 shares
    Change vs previous 13F +3,903 shares

    0.21% of the 13F portfolio, value $2,432,958.

    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 136,568 shares
    Change vs previous 13F -13,509 shares

    0.16% of the 13F portfolio, value $1,809,526.

    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 150,077 shares
    Change vs previous 13F +15,666 shares

    0.14% of the 13F portfolio, value $2,015,534.

    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 134,411 shares
    Change vs previous 13F +4,629 shares

    0.13% of the 13F portfolio, value $1,752,719.

    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 129,782 shares
    Change vs previous 13F -2,609 shares

    0.14% of the 13F portfolio, value $1,768,929.

    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 132,391 shares
    Change vs previous 13F +7,979 shares

    0.14% of the 13F portfolio, value $1,719,759.

    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 124,412 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,670,853.

    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).