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Disclosery

NewSquare Capital LLC: XLK position timeline

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

NewSquare Capital LLC held 157,010 XLK 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 157,010 shares
    Change vs previous 13F +1,050 shares

    2.22% of the 13F portfolio, value $29,913,550.

    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 155,960 shares
    Change vs previous 13F +3,478 shares

    1.81% of the 13F portfolio, value $20,727,061.

    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 152,482 shares
    Change vs previous 13F +65,475 shares

    1.94% of the 13F portfolio, value $21,952,768.

    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 87,007 shares
    Change vs previous 13F -610 shares

    1.66% of the 13F portfolio, value $24,523,864.

    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 87,617 shares
    Change vs previous 13F +3,989 shares

    1.61% of the 13F portfolio, value $21,720,401.

    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 83,628 shares
    Change vs previous 13F +1,889 shares

    1.38% of the 13F portfolio, value $16,887,182.

    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 81,739 shares
    Change vs previous 13F +302 shares

    1.49% of the 13F portfolio, value $18,577,421.

    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 81,437 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $17,969,198.

    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).