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Disclosery

New Capital Management LP: DFSE position timeline

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

New Capital Management LP held 67,834 DFSE 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 67,834 shares
    Change vs previous 13F -443 shares

    0.76% of the 13F portfolio, value $3,315,692.

    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 68,277 shares
    Change vs previous 13F -6,035 shares

    0.71% of the 13F portfolio, value $2,892,876.

    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 74,312 shares
    Change vs previous 13F -568 shares

    0.77% of the 13F portfolio, value $3,082,462.

    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 74,880 shares
    Change vs previous 13F -56 shares

    0.81% of the 13F portfolio, value $3,076,819.

    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 74,936 shares
    Change vs previous 13F +5,678 shares

    0.8% of the 13F portfolio, value $2,852,064.

    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 69,258 shares
    Change vs previous 13F +7,049 shares

    0.67% of the 13F portfolio, value $2,332,609.

    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 62,209 shares
    Change vs previous 13F +4,415 shares

    0.6% of the 13F portfolio, value $2,061,065.

    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 57,794 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,047,063.

    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).