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Disclosery

New Capital Management LP: DFGR position timeline

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

New Capital Management LP held 192,558 DFGR 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 192,558 shares
    Change vs previous 13F +1,924 shares

    1.27% of the 13F portfolio, value $5,578,398.

    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 190,634 shares
    Change vs previous 13F +42,099 shares

    1.25% of the 13F portfolio, value $5,067,041.

    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 148,535 shares
    Change vs previous 13F -8,371 shares

    0.99% of the 13F portfolio, value $3,924,301.

    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 156,906 shares
    Change vs previous 13F -17,204 shares

    1.12% of the 13F portfolio, value $4,285,100.

    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 174,110 shares
    Change vs previous 13F -34,580 shares

    1.3% of the 13F portfolio, value $4,671,371.

    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 208,690 shares
    Change vs previous 13F -98,055 shares

    1.57% of the 13F portfolio, value $5,480,196.

    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 306,745 shares
    Change vs previous 13F +2,043 shares

    2.29% of the 13F portfolio, value $7,834,261.

    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 304,702 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $8,793,693.

    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).