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Disclosery

New Capital Management LP: DFCF position timeline

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

New Capital Management LP held 5,754 DFCF 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 5,754 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $242,876.

    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 5,754 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $242,934.

    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 5,754 shares
    Change vs previous 13F -2,711 shares

    0.06% of the 13F portfolio, value $244,890.

    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 8,465 shares
    Change vs previous 13F -23,407 shares

    0.09% of the 13F portfolio, value $361,963.

    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 31,872 shares
    Change vs previous 13F -111,932 shares

    0.38% of the 13F portfolio, value $1,346,911.

    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 143,804 shares
    Change vs previous 13F -97,283 shares

    1.74% of the 13F portfolio, value $6,048,404.

    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 241,087 shares
    Change vs previous 13F -274 shares

    2.91% of the 13F portfolio, value $9,949,660.

    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 241,361 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $10,424,382.

    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).