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Disclosery

New Capital Management LP: LEMB position timeline

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

New Capital Management LP held 90,597 LEMB 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 90,597 shares
    Change vs previous 13F +833 shares

    0.88% of the 13F portfolio, value $3,844,011.

    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 89,764 shares
    Change vs previous 13F +26,381 shares

    0.9% of the 13F portfolio, value $3,662,352.

    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 63,383 shares
    Change vs previous 13F +202 shares

    0.66% of the 13F portfolio, value $2,634,812.

    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 63,181 shares
    Change vs previous 13F +11,266 shares

    0.68% of the 13F portfolio, value $2,603,689.

    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 51,915 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,096,847.

    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).