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NewSquare Capital LLC: SNA position timeline

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

NewSquare Capital LLC held 7,411 SNA 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 7,411 shares
    Change vs previous 13F +245 shares

    0.22% of the 13F portfolio, value $2,982,186.

    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 7,166 shares
    Change vs previous 13F -39 shares

    0.23% of the 13F portfolio, value $2,602,874.

    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 7,205 shares
    Change vs previous 13F -2,954 shares

    0.22% of the 13F portfolio, value $2,482,872.

    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 10,159 shares
    Change vs previous 13F +77 shares

    0.24% of the 13F portfolio, value $3,520,417.

    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 10,082 shares
    Change vs previous 13F +10,066 shares

    0.23% of the 13F portfolio, value $3,137,325.

    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 16 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $5,392.

    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 7 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,376.

    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).