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Disclosery

NewSquare Capital LLC: EWI position timeline

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

NewSquare Capital LLC held 70,509 EWI 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 70,509 shares
    Change vs previous 13F -1,474 shares

    0.31% of the 13F portfolio, value $4,176,953.

    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 71,983 shares
    Change vs previous 13F +47,834 shares

    0.33% of the 13F portfolio, value $3,845,332.

    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 24,149 shares
    Change vs previous 13F -14,217 shares

    0.12% of the 13F portfolio, value $1,312,015.

    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 38,366 shares
    Change vs previous 13F +1,520 shares

    0.14% of the 13F portfolio, value $1,993,114.

    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 36,846 shares
    Change vs previous 13F -1,176 shares

    0.13% of the 13F portfolio, value $1,773,766.

    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 38,022 shares
    Change vs previous 13F -4,746 shares

    0.13% of the 13F portfolio, value $1,609,091.

    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 42,768 shares
    Change vs previous 13F +1,362 shares

    0.12% of the 13F portfolio, value $1,538,365.

    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 41,406 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,613,178.

    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).