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Disclosery

NewSquare Capital LLC: UL position timeline

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

NewSquare Capital LLC held 103,888 UL 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 103,888 shares
    Change vs previous 13F +4,733 shares

    0.46% of the 13F portfolio, value $6,245,752.

    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 99,155 shares
    Change vs previous 13F -989 shares

    0.49% of the 13F portfolio, value $5,648,860.

    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 100,144 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $6,549,418.

    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).