NEW CANAAN, CT
NEWLAKE CAPITAL PARTNERS, INC.NLCP— Latest position per institution from SEC 13F filings
15
Institutional holders
167.79K
Total shares held
2.65M
Estimated value
18.64K
Avg. position size
COMPASS FINANCIAL MANAGEMENT LLC
CIK 2148724
Shares
81.63K
Value
1.30M
Filed
Jun 30, 2026
ANCORA ADVISORS LLC
CIK 1446114
Shares
55.45K
Value
884.98K
Filed
Jun 30, 2026
AXS INVESTMENTS LLC
CIK 1801467
Shares
25.52K
Value
446.60K
Filed
Dec 31, 2024
CANTON HATHAWAY, LLC
CIK 1755785
Shares
2.05K
Value
41.00
Filed
Sep 30, 2024
COPELAND CAPITAL MANAGEMENT, LLC
CIK 1541743
Shares
1.62K
Value
20.00
Filed
Mar 31, 2023
HBC FINANCIAL SERVICES, PLLC
CIK 1802872
Shares
500.00
Value
9.00
Filed
Mar 31, 2024
TRIVANT CUSTOM PORTFOLIO GROUP, LLC
CIK 1977992
Shares
424.00
Value
6.08K
Filed
Mar 31, 2025
LUMINIST CAPITAL LLC
CIK 1807270
Shares
400.00
Value
6.38K
Filed
Jun 30, 2026
REDWOOD WEALTH MANAGEMENT GROUP, LLC
CIK 1963839
Shares
200.00
Value
4K
Filed
Jun 30, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | COMPASS FINANCIAL MANAGEMENT LLC | 2148724 | 81.63K | 1.30M | Jun 30, 2026 |
| 2 | ANCORA ADVISORS LLC | 1446114 | 55.45K | 884.98K | Jun 30, 2026 |
| 3 | AXS INVESTMENTS LLC | 1801467 | 25.52K | 446.60K | Dec 31, 2024 |
| 4 | CANTON HATHAWAY, LLC | 1755785 | 2.05K | 41.00 | Sep 30, 2024 |
| 5 | COPELAND CAPITAL MANAGEMENT, LLC | 1541743 | 1.62K | 20.00 | Mar 31, 2023 |
| 6 | HBC FINANCIAL SERVICES, PLLC | 1802872 | 500.00 | 9.00 | Mar 31, 2024 |
| 7 | TRIVANT CUSTOM PORTFOLIO GROUP, LLC | 1977992 | 424.00 | 6.08K | Mar 31, 2025 |
| 8 | LUMINIST CAPITAL LLC | 1807270 | 400.00 | 6.38K | Jun 30, 2026 |
| 9 | REDWOOD WEALTH MANAGEMENT GROUP, LLC | 1963839 | 200.00 | 4K | Jun 30, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.