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Disclosery

New Capital Management LP: LQD position timeline

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

New Capital Management LP held 25,898 LQD 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 25,898 shares
    Change vs previous 13F +199 shares

    0.64% of the 13F portfolio, value $2,824,654.

    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 25,699 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,800,889.

    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).