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Disclosery

NewSquare Capital LLC: EWC position timeline

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

NewSquare Capital LLC held 147,941 EWC 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 147,941 shares
    Change vs previous 13F +4,931 shares

    0.63% of the 13F portfolio, value $8,527,297.

    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 143,010 shares
    Change vs previous 13F +2,362 shares

    0.68% of the 13F portfolio, value $7,835,544.

    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 140,648 shares
    Change vs previous 13F -17,623 shares

    0.67% of the 13F portfolio, value $7,585,172.

    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 158,271 shares
    Change vs previous 13F +4,102 shares

    0.54% of the 13F portfolio, value $8,000,609.

    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 154,169 shares
    Change vs previous 13F +8,583 shares

    0.52% of the 13F portfolio, value $6,938,743.

    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 145,586 shares
    Change vs previous 13F +8,724 shares

    0.47% of the 13F portfolio, value $5,770,926.

    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 136,862 shares
    Change vs previous 13F +3,945 shares

    0.43% of the 13F portfolio, value $5,355,666.

    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 132,917 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $5,353,878.

    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).