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New Capital Management LP: IBIT position timeline

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

New Capital Management LP held 119,587 IBIT 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 119,587 shares
    Change vs previous 13F -2,136 shares

    0.91% of the 13F portfolio, value $3,981,067.

    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 121,723 shares
    Change vs previous 13F +23,991 shares

    1.15% of the 13F portfolio, value $4,676,598.

    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 97,732 shares
    Change vs previous 13F +1,917 shares

    1.22% of the 13F portfolio, value $4,852,394.

    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 95,815 shares
    Change vs previous 13F +1,289 shares

    1.63% of the 13F portfolio, value $6,227,975.

    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 94,526 shares
    Change vs previous 13F +706 shares

    1.61% of the 13F portfolio, value $5,785,936.

    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 93,820 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $4,391,714.

    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).