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Disclosery

NewSquare Capital LLC: TROW position timeline

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

NewSquare Capital LLC held 39,873 TROW 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 39,873 shares
    Change vs previous 13F +1,553 shares

    0.34% of the 13F portfolio, value $4,533,203.

    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 38,320 shares
    Change vs previous 13F -764 shares

    0.3% of the 13F portfolio, value $3,454,176.

    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 39,084 shares
    Change vs previous 13F -15,816 shares

    0.35% of the 13F portfolio, value $4,001,389.

    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 54,900 shares
    Change vs previous 13F -562 shares

    0.38% of the 13F portfolio, value $5,634,971.

    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 55,462 shares
    Change vs previous 13F +2,325 shares

    0.39% of the 13F portfolio, value $5,273,485.

    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 53,137 shares
    Change vs previous 13F +49 shares

    0.39% of the 13F portfolio, value $4,806,883.

    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 53,088 shares
    Change vs previous 13F -305 shares

    0.47% of the 13F portfolio, value $5,911,406.

    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 53,393 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $5,727,294.

    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).