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Disclosery

NewSquare Capital LLC: SCCO position timeline

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

NewSquare Capital LLC held 32,834 SCCO 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 32,834 shares
    Change vs previous 13F +1,392 shares

    0.43% of the 13F portfolio, value $5,721,653.

    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 31,442 shares
    Change vs previous 13F -38,042 shares

    0.47% of the 13F portfolio, value $5,409,943.

    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 69,484 shares
    Change vs previous 13F -28,003 shares

    0.88% of the 13F portfolio, value $9,968,865.

    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 97,487 shares
    Change vs previous 13F -134 shares

    0.8% of the 13F portfolio, value $11,831,065.

    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 97,621 shares
    Change vs previous 13F +40,321 shares

    0.73% of the 13F portfolio, value $9,787,730.

    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 57,300 shares
    Change vs previous 13F -2 shares

    0.43% of the 13F portfolio, value $5,273,519.

    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 57,302 shares
    Change vs previous 13F +731 shares

    0.41% of the 13F portfolio, value $5,142,219.

    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 56,571 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $6,442,111.

    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).