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Disclosery

New Capital Management LP: VGMS position timeline

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

New Capital Management LP held 85,575 VGMS 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 85,575 shares
    Change vs previous 13F +989 shares

    1% of the 13F portfolio, value $4,389,149.

    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 84,586 shares
    Change vs previous 13F -16,424 shares

    1.06% of the 13F portfolio, value $4,314,207.

    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 101,010 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $5,210,096.

    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).