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NewSquare Capital LLC: BWX position timeline

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

NewSquare Capital LLC held 235,237 BWX 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 235,237 shares
    Change vs previous 13F +16,262 shares

    0.38% of the 13F portfolio, value $5,099,938.

    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 218,975 shares
    Change vs previous 13F +11,758 shares

    0.42% of the 13F portfolio, value $4,806,501.

    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 207,217 shares
    Change vs previous 13F -17,098 shares

    0.41% of the 13F portfolio, value $4,668,599.

    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 224,315 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,159,245.

    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).