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Disclosery

New Capital Management LP: VUSB position timeline

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

New Capital Management LP held 6,323 VUSB 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 6,323 shares
    Change vs previous 13F -2,124 shares

    0.07% of the 13F portfolio, value $314,759.

    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 8,447 shares
    Change vs previous 13F -201 shares

    0.1% of the 13F portfolio, value $420,534.

    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 8,648 shares
    Change vs previous 13F -502 shares

    0.11% of the 13F portfolio, value $431,016.

    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 9,150 shares
    Change vs previous 13F -1,349 shares

    0.12% of the 13F portfolio, value $457,454.

    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 10,499 shares
    Change vs previous 13F -1,814 shares

    0.15% of the 13F portfolio, value $523,533.

    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 12,313 shares
    Change vs previous 13F -27,147 shares

    0.18% of the 13F portfolio, value $613,865.

    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 39,460 shares
    Change vs previous 13F -291 shares

    0.57% of the 13F portfolio, value $1,958,005.

    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 39,751 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,985,165.

    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).