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Disclosery

NewSquare Capital LLC: DWM position timeline

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

NewSquare Capital LLC held 79,206 DWM 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 79,206 shares
    Change vs previous 13F +2,837 shares

    0.43% of the 13F portfolio, value $5,799,012.

    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 76,369 shares
    Change vs previous 13F +2,700 shares

    0.46% of the 13F portfolio, value $5,337,475.

    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 73,669 shares
    Change vs previous 13F +6,714 shares

    0.45% of the 13F portfolio, value $5,065,480.

    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 66,955 shares
    Change vs previous 13F +631 shares

    0.3% of the 13F portfolio, value $4,433,619.

    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 66,324 shares
    Change vs previous 13F +2,876 shares

    0.31% of the 13F portfolio, value $4,215,553.

    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 63,448 shares
    Change vs previous 13F +98 shares

    0.3% of the 13F portfolio, value $3,689,812.

    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 63,350 shares
    Change vs previous 13F +3,816 shares

    0.27% of the 13F portfolio, value $3,338,228.

    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 59,534 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,426,581.

    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).