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NewSquare Capital LLC: SNY position timeline

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

NewSquare Capital LLC held 84,503 SNY 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 84,503 shares
    Change vs previous 13F +3,794 shares

    0.27% of the 13F portfolio, value $3,604,898.

    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 80,709 shares
    Change vs previous 13F -1,803 shares

    0.34% of the 13F portfolio, value $3,888,560.

    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 82,512 shares
    Change vs previous 13F -33,689 shares

    0.35% of the 13F portfolio, value $3,998,532.

    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 116,201 shares
    Change vs previous 13F -154 shares

    0.37% of the 13F portfolio, value $5,484,687.

    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 116,355 shares
    Change vs previous 13F +5,641 shares

    0.41% of the 13F portfolio, value $5,556,059.

    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 110,714 shares
    Change vs previous 13F -386 shares

    0.49% of the 13F portfolio, value $6,065,316.

    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 111,100 shares
    Change vs previous 13F -940 shares

    0.42% of the 13F portfolio, value $5,293,412.

    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 112,040 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $6,378,999.

    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).