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Disclosery

New Perspectives, Inc: USFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Perspectives, Inc on USFR, newest first. How the timeline and the estimate are built.

New Perspectives, Inc held 438,385 USFR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 438,385 shares
    Change vs previous 13F +22,068 shares

    6.77% of the 13F portfolio, value $22,072,696.

    13F-HR 0001909565-26-000005 filed by New Perspectives, Inc
    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 416,317 shares
    Change vs previous 13F -219 shares

    7.26% of the 13F portfolio, value $20,957,409.

    13F-HR 0001909565-26-000004 filed by New Perspectives, Inc
    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 416,536 shares
    Change vs previous 13F +4,611 shares

    7.27% of the 13F portfolio, value $20,960,078.

    13F-HR 0001909565-26-000001 filed by New Perspectives, Inc
    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 411,925 shares
    Change vs previous 13F -93,831 shares

    9.27% of the 13F portfolio, value $20,707,448.

    13F-HR 0001909565-25-000006 filed by New Perspectives, Inc
    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 505,756 shares
    Change vs previous 13F +32,249 shares

    12.59% of the 13F portfolio, value $25,444,586.

    13F-HR 0001909565-25-000005 filed by New Perspectives, Inc
    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 473,507 shares
    Change vs previous 13F +210,657 shares

    12.72% of the 13F portfolio, value $23,831,597.

    13F-HR 0001909565-25-000004 filed by New Perspectives, Inc
    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 262,850 shares
    Change vs previous 13F +1,598 shares

    7.09% of the 13F portfolio, value $13,226,609.

    13F-HR 0001909565-25-000001 filed by New Perspectives, Inc
    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 261,252 shares
    Change vs previous 13F not available

    6.99% of the 13F portfolio, value $13,120,086.

    13F-HR 0001909565-24-000003 filed by New Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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