Skip to content
Disclosery

New Capital Management LP: STIP position timeline

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

New Capital Management LP held 52,036 STIP 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 52,036 shares
    Change vs previous 13F +581 shares

    1.21% of the 13F portfolio, value $5,316,013.

    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 51,455 shares
    Change vs previous 13F -11,006 shares

    1.31% of the 13F portfolio, value $5,322,016.

    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 62,461 shares
    Change vs previous 13F -1,206 shares

    1.61% of the 13F portfolio, value $6,395,397.

    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 63,667 shares
    Change vs previous 13F -1,469 shares

    1.72% of the 13F portfolio, value $6,580,594.

    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 65,136 shares
    Change vs previous 13F +16,110 shares

    1.87% of the 13F portfolio, value $6,703,104.

    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 49,026 shares
    Change vs previous 13F -57,144 shares

    1.46% of the 13F portfolio, value $5,072,755.

    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 106,170 shares
    Change vs previous 13F -2,611 shares

    3.12% of the 13F portfolio, value $10,680,654.

    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 108,781 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $11,021,646.

    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).