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Disclosery

NewSquare Capital LLC: EES position timeline

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

NewSquare Capital LLC held 57,355 EES 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 57,355 shares
    Change vs previous 13F +1,338 shares

    0.29% of the 13F portfolio, value $3,888,095.

    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 56,017 shares
    Change vs previous 13F +2,304 shares

    0.28% of the 13F portfolio, value $3,251,714.

    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 53,713 shares
    Change vs previous 13F +4,873 shares

    0.27% of the 13F portfolio, value $3,057,881.

    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 48,840 shares
    Change vs previous 13F +1,453 shares

    0.19% of the 13F portfolio, value $2,728,691.

    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 47,387 shares
    Change vs previous 13F +3,715 shares

    0.18% of the 13F portfolio, value $2,414,842.

    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 43,672 shares
    Change vs previous 13F +894 shares

    0.17% of the 13F portfolio, value $2,132,940.

    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 42,778 shares
    Change vs previous 13F +22,228 shares

    0.18% of the 13F portfolio, value $2,307,445.

    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 20,550 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,084,013.

    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).