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Disclosery

New Capital Management LP: IAGG position timeline

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

New Capital Management LP held 153,832 IAGG 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 153,832 shares
    Change vs previous 13F +1,437 shares

    1.77% of the 13F portfolio, value $7,783,899.

    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 152,395 shares
    Change vs previous 13F +55,604 shares

    1.88% of the 13F portfolio, value $7,625,851.

    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 96,791 shares
    Change vs previous 13F -2,756 shares

    1.22% of the 13F portfolio, value $4,840,533.

    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 99,547 shares
    Change vs previous 13F -3,887 shares

    1.34% of the 13F portfolio, value $5,099,792.

    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 103,434 shares
    Change vs previous 13F +3,549 shares

    1.47% of the 13F portfolio, value $5,284,442.

    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 99,885 shares
    Change vs previous 13F -29,434 shares

    1.43% of the 13F portfolio, value $4,993,250.

    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 129,319 shares
    Change vs previous 13F +682 shares

    1.89% of the 13F portfolio, value $6,455,604.

    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 128,637 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $6,665,959.

    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).