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Disclosery

NewSquare Capital LLC: VWOB position timeline

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

NewSquare Capital LLC held 52,375 VWOB 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 52,375 shares
    Change vs previous 13F +10,031 shares

    0.26% of the 13F portfolio, value $3,521,695.

    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 42,344 shares
    Change vs previous 13F +18,489 shares

    0.24% of the 13F portfolio, value $2,781,577.

    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 23,855 shares
    Change vs previous 13F -2,084 shares

    0.14% of the 13F portfolio, value $1,608,543.

    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 25,939 shares
    Change vs previous 13F +498 shares

    0.12% of the 13F portfolio, value $1,735,319.

    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 25,441 shares
    Change vs previous 13F +5,544 shares

    0.12% of the 13F portfolio, value $1,662,569.

    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 19,897 shares
    Change vs previous 13F +4,702 shares

    0.1% of the 13F portfolio, value $1,277,387.

    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 15,195 shares
    Change vs previous 13F +586 shares

    0.08% of the 13F portfolio, value $959,564.

    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 14,609 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $969,599.

    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).