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Disclosery

NewSquare Capital LLC: SPYG position timeline

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

NewSquare Capital LLC held 98,595 SPYG 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 98,595 shares
    Change vs previous 13F -960 shares

    0.87% of the 13F portfolio, value $11,731,778.

    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 99,555 shares
    Change vs previous 13F -1,676 shares

    0.85% of the 13F portfolio, value $9,747,386.

    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 101,231 shares
    Change vs previous 13F -45,332 shares

    0.95% of the 13F portfolio, value $10,801,395.

    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 146,563 shares
    Change vs previous 13F -4,441 shares

    1.04% of the 13F portfolio, value $15,317,333.

    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 151,004 shares
    Change vs previous 13F -241 shares

    1.07% of the 13F portfolio, value $14,393,706.

    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 151,245 shares
    Change vs previous 13F +142 shares

    0.99% of the 13F portfolio, value $12,155,555.

    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 151,103 shares
    Change vs previous 13F -11,088 shares

    1.06% of the 13F portfolio, value $13,281,937.

    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 162,191 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $13,452,093.

    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).