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New Capital Management LP: SGOV position timeline

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

New Capital Management LP held 2,092 SGOV 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 2,092 shares
    Change vs previous 13F -1,083 shares

    0.05% of the 13F portfolio, value $210,602.

    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 3,175 shares
    Change vs previous 13F -52 shares

    0.08% of the 13F portfolio, value $319,596.

    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 3,227 shares
    Change vs previous 13F -439 shares

    0.08% of the 13F portfolio, value $323,926.

    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 3,666 shares
    Change vs previous 13F -314 shares

    0.1% of the 13F portfolio, value $369,166.

    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 3,980 shares
    Change vs previous 13F -831 shares

    0.11% of the 13F portfolio, value $400,751.

    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 4,811 shares
    Change vs previous 13F +33 shares

    0.14% of the 13F portfolio, value $484,329.

    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 4,778 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $479,334.

    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 4,777 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $481,145.

    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).