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Disclosery

New Century Financial Group, LLC: SPY position timeline

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

New Century Financial Group, LLC held 0 SPY 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 -2,451 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 2,451 shares
    Change vs previous 13F -395 shares

    2.9% of the 13F portfolio, value $1,632,809.

    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 2,846 shares
    Change vs previous 13F -1,077 shares

    2.06% of the 13F portfolio, value $1,758,290.

    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 3,923 shares
    Change vs previous 13F -1,292 shares

    2.54% of the 13F portfolio, value $2,194,273.

    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 5,215 shares
    Change vs previous 13F -9,988 shares

    1.31% of the 13F portfolio, value $3,087,259.

    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 15,203 shares
    Change vs previous 13F +1,912 shares

    3.2% of the 13F portfolio, value $8,722,722.

    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 13,291 shares
    Change vs previous 13F +11,143 shares

    3.07% of the 13F portfolio, value $7,232,971.

    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 2,148 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,123,554.

    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).