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Disclosery

NewSquare Capital LLC: WPC position timeline

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

NewSquare Capital LLC held 50,073 WPC 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 50,073 shares
    Change vs previous 13F +1,859 shares

    0.27% of the 13F portfolio, value $3,580,220.

    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 48,214 shares
    Change vs previous 13F -683 shares

    0.29% of the 13F portfolio, value $3,276,649.

    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 48,897 shares
    Change vs previous 13F -19,776 shares

    0.28% of the 13F portfolio, value $3,147,010.

    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 68,673 shares
    Change vs previous 13F +280 shares

    0.31% of the 13F portfolio, value $4,640,207.

    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 68,393 shares
    Change vs previous 13F +3,005 shares

    0.32% of the 13F portfolio, value $4,266,368.

    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 65,388 shares
    Change vs previous 13F -341 shares

    0.34% of the 13F portfolio, value $4,126,624.

    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 65,729 shares
    Change vs previous 13F -62 shares

    0.29% of the 13F portfolio, value $3,580,937.

    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 65,791 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,098,779.

    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).