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Disclosery

NewSquare Capital LLC: SPYV position timeline

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

NewSquare Capital LLC held 162,102 SPYV 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 162,102 shares
    Change vs previous 13F +716 shares

    0.73% of the 13F portfolio, value $9,854,181.

    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 161,386 shares
    Change vs previous 13F -1,880 shares

    0.8% of the 13F portfolio, value $9,131,220.

    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 163,266 shares
    Change vs previous 13F -66,745 shares

    0.82% of the 13F portfolio, value $9,275,141.

    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 230,011 shares
    Change vs previous 13F -2,301 shares

    0.86% of the 13F portfolio, value $12,726,535.

    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 232,312 shares
    Change vs previous 13F +2,836 shares

    0.9% of the 13F portfolio, value $12,159,214.

    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 229,476 shares
    Change vs previous 13F +4,048 shares

    0.96% of the 13F portfolio, value $11,719,364.

    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 225,428 shares
    Change vs previous 13F -7,700 shares

    0.92% of the 13F portfolio, value $11,528,408.

    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 233,128 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $12,323,122.

    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).