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Disclosery

NewSquare Capital LLC: PIE position timeline

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

NewSquare Capital LLC held 361,283 PIE 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 361,283 shares
    Change vs previous 13F -11,885 shares

    0.9% of the 13F portfolio, value $12,065,118.

    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 373,168 shares
    Change vs previous 13F +256,390 shares

    0.85% of the 13F portfolio, value $9,713,563.

    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 116,778 shares
    Change vs previous 13F -66,685 shares

    0.24% of the 13F portfolio, value $2,760,469.

    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 183,463 shares
    Change vs previous 13F +12,727 shares

    0.3% of the 13F portfolio, value $4,476,406.

    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 170,736 shares
    Change vs previous 13F -1,506 shares

    0.27% of the 13F portfolio, value $3,575,212.

    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 172,242 shares
    Change vs previous 13F -18,183 shares

    0.26% of the 13F portfolio, value $3,131,360.

    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 190,425 shares
    Change vs previous 13F +7,463 shares

    0.29% of the 13F portfolio, value $3,659,969.

    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 182,962 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,772,676.

    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).