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Disclosery

New Capital Management LP: DFSI position timeline

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

New Capital Management LP held 179,986 DFSI 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 179,986 shares
    Change vs previous 13F -159 shares

    1.85% of the 13F portfolio, value $8,117,369.

    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 180,145 shares
    Change vs previous 13F -1,803 shares

    1.88% of the 13F portfolio, value $7,638,148.

    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 181,948 shares
    Change vs previous 13F -4,693 shares

    1.96% of the 13F portfolio, value $7,795,562.

    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 186,641 shares
    Change vs previous 13F +851 shares

    2% of the 13F portfolio, value $7,642,968.

    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 185,790 shares
    Change vs previous 13F +7,318 shares

    2.04% of the 13F portfolio, value $7,321,984.

    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 178,472 shares
    Change vs previous 13F +25,131 shares

    1.79% of the 13F portfolio, value $6,226,888.

    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 153,341 shares
    Change vs previous 13F +13,289 shares

    1.47% of the 13F portfolio, value $5,037,252.

    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 140,052 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $5,004,786.

    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).