Position in NTRS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,479,726
+$429,602 QoQ
Shares Held
8,512
+13.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#407
of 1,014 holders
Holding Since
Jun 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NTRS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NewSquare Capital LLC holds $7,000,093 across 4 Asset Management names. NTRS ranks #2 (21.1% of the industry book) .
All Filings in NTRS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,479,726 | 8,512 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,050,124 | 7,524 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $990,960 | 7,255 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,181,788 | 8,780 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,016 | 79 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $12,035 | 122 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $205 | 2 | Shares | Sole | 2025-02-06 | |
| 2022-06-30 | $0 | 0 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $0 | 0 | Shares | Sole | 2022-05-10 | |
| 2020-06-30 | $3,252 | 41 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||