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Disclosery

New Capital Management LP: SHV position timeline

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

New Capital Management LP held 0 SHV shares at 2025-09-30 per its 13F-HR filed 2025-10-08.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,815 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 1,815 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $200,412.

    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).

  3. period ended2025-03-31
    13F 1,815 shares
    Change vs previous 13F -27,663 shares

    0.06% of the 13F portfolio, value $200,485.

    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).

  4. period ended2024-12-31
    13F 29,478 shares
    Change vs previous 13F -86 shares

    0.95% of the 13F portfolio, value $3,245,823.

    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).

  5. period ended2024-09-30
    13F 29,564 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,270,665.

    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).