Skip to content
Disclosery

New Capital Management LP: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Capital Management LP on AGG, newest first. How the timeline and the estimate are built.

New Capital Management LP held 2,117 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,117 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $209,584.

    13F-HR 0001696731-26-000003 filed by New Capital Management LP
    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 2,117 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $210,198.

    13F-HR 0001696731-26-000002 filed by New Capital Management LP
    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 2,117 shares
    Change vs previous 13F -1,885 shares

    0.05% of the 13F portfolio, value $211,489.

    13F-HR 0001696731-26-000001 filed by New Capital Management LP
    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 4,002 shares
    Change vs previous 13F -16,287 shares

    0.11% of the 13F portfolio, value $401,244.

    13F-HR 0001696731-25-000007 filed by New Capital Management LP
    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 20,289 shares
    Change vs previous 13F -54,247 shares

    0.56% of the 13F portfolio, value $2,012,625.

    13F-HR 0001696731-25-000006 filed by New Capital Management LP
    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 74,536 shares
    Change vs previous 13F -57,678 shares

    2.12% of the 13F portfolio, value $7,373,064.

    13F-HR 0001696731-25-000005 filed by New Capital Management LP
    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 132,214 shares
    Change vs previous 13F +683 shares

    3.75% of the 13F portfolio, value $12,811,494.

    13F-HR 0001696731-25-000001 filed by New Capital Management LP
    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 131,531 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $13,320,190.

    13F-HR 0001696731-24-000004 filed by New Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).