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Disclosery

NewSquare Capital LLC: PIZ position timeline

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

NewSquare Capital LLC held 183,637 PIZ 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 183,637 shares
    Change vs previous 13F -3,648 shares

    0.76% of the 13F portfolio, value $10,265,290.

    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 187,285 shares
    Change vs previous 13F +122,978 shares

    0.81% of the 13F portfolio, value $9,274,353.

    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 64,307 shares
    Change vs previous 13F -35,890 shares

    0.28% of the 13F portfolio, value $3,149,937.

    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 100,197 shares
    Change vs previous 13F +4,168 shares

    0.32% of the 13F portfolio, value $4,776,894.

    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 96,029 shares
    Change vs previous 13F -2,588 shares

    0.33% of the 13F portfolio, value $4,412,533.

    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 98,617 shares
    Change vs previous 13F -12,415 shares

    0.31% of the 13F portfolio, value $3,755,335.

    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 111,032 shares
    Change vs previous 13F +2,296 shares

    0.32% of the 13F portfolio, value $4,032,129.

    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 108,736 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,120,007.

    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).