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Disclosery

New Capital Management LP: META position timeline

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

New Capital Management LP held 1,683 META 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 1,683 shares
    Change vs previous 13F +9 shares

    0.22% of the 13F portfolio, value $948,104.

    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 1,674 shares
    Change vs previous 13F +176 shares

    0.24% of the 13F portfolio, value $957,809.

    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 1,498 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $988,861.

    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 1,498 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,100,125.

    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 1,498 shares
    Change vs previous 13F -17 shares

    0.31% of the 13F portfolio, value $1,105,659.

    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 1,515 shares
    Change vs previous 13F -103 shares

    0.25% of the 13F portfolio, value $873,185.

    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 1,618 shares
    Change vs previous 13F +10 shares

    0.28% of the 13F portfolio, value $947,355.

    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 1,608 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $920,484.

    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).