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Disclosery

NewSquare Capital LLC: VMBS position timeline

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

NewSquare Capital LLC held 112,708 VMBS 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 112,708 shares
    Change vs previous 13F +6,522 shares

    0.39% of the 13F portfolio, value $5,275,861.

    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 106,186 shares
    Change vs previous 13F +5,173 shares

    0.43% of the 13F portfolio, value $4,985,433.

    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 101,013 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $4,755,692.

    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).