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Disclosery

New Century Financial Group, LLC: SCHV position timeline

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

New Century Financial Group, LLC held 0 SCHV 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 -24,999 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 24,999 shares
    Change vs previous 13F +15,381 shares

    1.29% of the 13F portfolio, value $727,721.

    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 9,618 shares
    Change vs previous 13F -619 shares

    0.31% of the 13F portfolio, value $266,130.

    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 10,237 shares
    Change vs previous 13F +2,097 shares

    0.31% of the 13F portfolio, value $272,099.

    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 8,140 shares
    Change vs previous 13F +5,312 shares

    0.09% of the 13F portfolio, value $213,187.

    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 2,828 shares
    Change vs previous 13F +35 shares

    0.08% of the 13F portfolio, value $227,286.

    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 2,793 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $206,905.

    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).