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Disclosery

NewSquare Capital LLC: UNM position timeline

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

NewSquare Capital LLC held 81,641 UNM 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 81,641 shares
    Change vs previous 13F +3,374 shares

    0.54% of the 13F portfolio, value $7,298,705.

    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 78,267 shares
    Change vs previous 13F -564 shares

    0.5% of the 13F portfolio, value $5,715,857.

    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 78,831 shares
    Change vs previous 13F -32,374 shares

    0.54% of the 13F portfolio, value $6,109,400.

    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 111,205 shares
    Change vs previous 13F -1,626 shares

    0.59% of the 13F portfolio, value $8,649,502.

    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 112,831 shares
    Change vs previous 13F +4,816 shares

    0.66% of the 13F portfolio, value $8,861,261.

    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 108,015 shares
    Change vs previous 13F -79,836 shares

    0.7% of the 13F portfolio, value $8,545,710.

    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 187,851 shares
    Change vs previous 13F -787 shares

    1.08% of the 13F portfolio, value $13,492,136.

    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 188,638 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $11,028,751.

    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).