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Disclosery

NewSquare Capital LLC: XLI position timeline

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

NewSquare Capital LLC held 130,436 XLI 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 130,436 shares
    Change vs previous 13F +5,733 shares

    1.8% of the 13F portfolio, value $24,160,727.

    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 124,703 shares
    Change vs previous 13F +2,687 shares

    1.76% of the 13F portfolio, value $20,168,266.

    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 122,016 shares
    Change vs previous 13F -12,636 shares

    1.67% of the 13F portfolio, value $18,927,162.

    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 134,652 shares
    Change vs previous 13F +8,024 shares

    1.41% of the 13F portfolio, value $20,767,408.

    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 126,628 shares
    Change vs previous 13F +8,176 shares

    1.39% of the 13F portfolio, value $18,680,179.

    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 118,452 shares
    Change vs previous 13F +6,283 shares

    1.27% of the 13F portfolio, value $15,525,511.

    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 112,169 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $14,779,387.

    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).