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Disclosery

NewSquare Capital LLC: SWK position timeline

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

NewSquare Capital LLC held 63,610 SWK 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 63,610 shares
    Change vs previous 13F +2,576 shares

    0.44% of the 13F portfolio, value $5,986,973.

    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 61,034 shares
    Change vs previous 13F -813 shares

    0.38% of the 13F portfolio, value $4,337,049.

    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 61,847 shares
    Change vs previous 13F -25,715 shares

    0.41% of the 13F portfolio, value $4,594,010.

    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 87,562 shares
    Change vs previous 13F -1,092 shares

    0.44% of the 13F portfolio, value $6,508,468.

    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 88,654 shares
    Change vs previous 13F +3,962 shares

    0.44% of the 13F portfolio, value $5,913,087.

    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 84,692 shares
    Change vs previous 13F -68 shares

    0.52% of the 13F portfolio, value $6,405,192.

    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 84,760 shares
    Change vs previous 13F +534 shares

    0.54% of the 13F portfolio, value $6,694,663.

    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 84,226 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $9,123,384.

    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).