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Disclosery

NewSquare Capital LLC: EZM position timeline

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

NewSquare Capital LLC held 48,657 EZM 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 48,657 shares
    Change vs previous 13F +1,383 shares

    0.27% of the 13F portfolio, value $3,687,403.

    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 47,274 shares
    Change vs previous 13F +2,025 shares

    0.28% of the 13F portfolio, value $3,177,758.

    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 45,249 shares
    Change vs previous 13F +4,456 shares

    0.27% of the 13F portfolio, value $3,022,633.

    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 40,793 shares
    Change vs previous 13F +1,349 shares

    0.18% of the 13F portfolio, value $2,688,667.

    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 39,444 shares
    Change vs previous 13F +2,838 shares

    0.18% of the 13F portfolio, value $2,436,456.

    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 36,606 shares
    Change vs previous 13F +738 shares

    0.18% of the 13F portfolio, value $2,181,718.

    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 35,868 shares
    Change vs previous 13F +818 shares

    0.18% of the 13F portfolio, value $2,242,109.

    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 35,050 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,185,017.

    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).