Skip to content
Disclosery

NewSquare Capital LLC: TD position timeline

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

NewSquare Capital LLC held 92,917 TD 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 92,917 shares
    Change vs previous 13F +4,035 shares

    0.84% of the 13F portfolio, value $11,282,927.

    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 88,882 shares
    Change vs previous 13F -1,078 shares

    0.72% of the 13F portfolio, value $8,293,598.

    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 89,960 shares
    Change vs previous 13F -37,077 shares

    0.75% of the 13F portfolio, value $8,474,207.

    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 127,037 shares
    Change vs previous 13F -879 shares

    0.69% of the 13F portfolio, value $10,156,626.

    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 127,916 shares
    Change vs previous 13F +5,647 shares

    0.69% of the 13F portfolio, value $9,267,172.

    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 122,269 shares
    Change vs previous 13F -671 shares

    0.59% of the 13F portfolio, value $7,224,488.

    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 122,940 shares
    Change vs previous 13F -1,155 shares

    0.52% of the 13F portfolio, value $6,452,834.

    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 124,095 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $7,740,037.

    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).