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Disclosery

NewSquare Capital LLC: SPY position timeline

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

NewSquare Capital LLC held 23,995 SPY 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 23,995 shares
    Change vs previous 13F +378 shares

    1.33% of the 13F portfolio, value $17,918,746.

    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 23,617 shares
    Change vs previous 13F +767 shares

    1.34% of the 13F portfolio, value $15,359,080.

    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 22,850 shares
    Change vs previous 13F -11,326 shares

    1.37% of the 13F portfolio, value $15,581,872.

    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 34,176 shares
    Change vs previous 13F +665 shares

    1.54% of the 13F portfolio, value $22,767,368.

    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 33,511 shares
    Change vs previous 13F +219 shares

    1.54% of the 13F portfolio, value $20,704,771.

    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 33,292 shares
    Change vs previous 13F -10,341 shares

    1.52% of the 13F portfolio, value $18,623,212.

    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 43,633 shares
    Change vs previous 13F -1,076 shares

    2.04% of the 13F portfolio, value $25,572,429.

    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 44,709 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $25,652,236.

    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).