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Disclosery

New Capital Management LP: VT position timeline

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

New Capital Management LP held 10,542 VT 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 10,542 shares
    Change vs previous 13F +19 shares

    0.38% of the 13F portfolio, value $1,654,602.

    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 10,523 shares
    Change vs previous 13F +72 shares

    0.36% of the 13F portfolio, value $1,455,601.

    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 10,451 shares
    Change vs previous 13F -29 shares

    0.37% of the 13F portfolio, value $1,474,206.

    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 10,480 shares
    Change vs previous 13F -182 shares

    0.38% of the 13F portfolio, value $1,444,193.

    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 10,662 shares
    Change vs previous 13F -304 shares

    0.38% of the 13F portfolio, value $1,370,238.

    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 10,966 shares
    Change vs previous 13F +201 shares

    0.36% of the 13F portfolio, value $1,271,477.

    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 10,765 shares
    Change vs previous 13F +211 shares

    0.37% of the 13F portfolio, value $1,264,681.

    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 10,554 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,263,300.

    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).