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Disclosery

NewSquare Capital LLC: SPHY position timeline

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

NewSquare Capital LLC held 345,738 SPHY 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 345,738 shares
    Change vs previous 13F +5,235 shares

    0.6% of the 13F portfolio, value $8,104,099.

    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 340,503 shares
    Change vs previous 13F -6,514 shares

    0.69% of the 13F portfolio, value $7,940,533.

    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 347,017 shares
    Change vs previous 13F -95,536 shares

    0.72% of the 13F portfolio, value $8,213,898.

    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 442,553 shares
    Change vs previous 13F -3,709 shares

    0.72% of the 13F portfolio, value $10,594,730.

    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 446,262 shares
    Change vs previous 13F +573 shares

    0.79% of the 13F portfolio, value $10,621,026.

    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 445,689 shares
    Change vs previous 13F +457 shares

    0.85% of the 13F portfolio, value $10,438,028.

    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 445,232 shares
    Change vs previous 13F -4,884 shares

    0.84% of the 13F portfolio, value $10,449,589.

    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 450,116 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $10,825,294.

    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).