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Disclosery

New Century Financial Group, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Century Financial Group, LLC on IVV, newest first. How the timeline and the estimate are built.

New Century Financial Group, LLC held 0 IVV shares at 2025-12-31 per its 13F-HR filed 2026-01-29.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -7,029 shares

    13F-HR 0002085853-26-000147 filed by New Century Financial Group, LLC
    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 ended2025-09-30
    13F 7,029 shares
    Change vs previous 13F -617 shares

    8.36% of the 13F portfolio, value $4,704,818.

    13F-HR 0002085853-25-000144 filed by New Century Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 7,646 shares
    Change vs previous 13F +6,506 shares

    5.57% of the 13F portfolio, value $4,747,542.

    13F-HR 0001667731-25-000891 filed by New Century Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 1,140 shares
    Change vs previous 13F -8,226 shares

    0.74% of the 13F portfolio, value $640,548.

    13F-HR 0001667731-25-000436 filed by New Century Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 9,366 shares
    Change vs previous 13F -2,606 shares

    2.37% of the 13F portfolio, value $5,569,392.

    13F-HR 0001667731-25-000045 filed by New Century Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 11,972 shares
    Change vs previous 13F +173 shares

    2.53% of the 13F portfolio, value $6,907,536.

    13F-HR 0002010693-24-000004 filed by New Century Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 11,799 shares
    Change vs previous 13F +7,232 shares

    2.74% of the 13F portfolio, value $6,456,558.

    13F-HR 0002010693-24-000003 filed by New Century Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 4,567 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $2,400,939.

    13F-HR 0002010693-24-000002 filed by New Century Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).