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Disclosery

NewSquare Capital LLC: SMMU position timeline

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

NewSquare Capital LLC held 25,786 SMMU 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 25,786 shares
    Change vs previous 13F +549 shares

    0.1% of the 13F portfolio, value $1,302,193.

    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 25,237 shares
    Change vs previous 13F +1,000 shares

    0.11% of the 13F portfolio, value $1,273,207.

    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 24,237 shares
    Change vs previous 13F -3,349 shares

    0.11% of the 13F portfolio, value $1,222,272.

    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 27,586 shares
    Change vs previous 13F +1,414 shares

    0.09% of the 13F portfolio, value $1,395,024.

    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 26,172 shares
    Change vs previous 13F +584 shares

    0.1% of the 13F portfolio, value $1,313,049.

    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 25,588 shares
    Change vs previous 13F -2,154 shares

    0.1% of the 13F portfolio, value $1,279,912.

    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 27,742 shares
    Change vs previous 13F -1,402 shares

    0.11% of the 13F portfolio, value $1,382,661.

    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 29,144 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,471,772.

    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).