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Disclosery

NewSquare Capital LLC: UPS position timeline

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

NewSquare Capital LLC held 50,248 UPS 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 50,248 shares
    Change vs previous 13F +2,051 shares

    0.4% of the 13F portfolio, value $5,401,660.

    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 48,197 shares
    Change vs previous 13F -970 shares

    0.41% of the 13F portfolio, value $4,741,611.

    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 49,167 shares
    Change vs previous 13F -21,243 shares

    0.43% of the 13F portfolio, value $4,876,924.

    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 70,410 shares
    Change vs previous 13F +3,098 shares

    0.4% of the 13F portfolio, value $5,881,351.

    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 67,312 shares
    Change vs previous 13F +3,253 shares

    0.5% of the 13F portfolio, value $6,747,654.

    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 64,059 shares
    Change vs previous 13F +81 shares

    0.57% of the 13F portfolio, value $6,994,853.

    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 63,978 shares
    Change vs previous 13F +32,294 shares

    0.64% of the 13F portfolio, value $8,009,046.

    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 31,684 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,256,378.

    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).