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Disclosery

New Potomac Partners, LLC: CB position timeline

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

New Potomac Partners, LLC held 9,200 CB shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 9,200 shares
    Change vs previous 13F -305 shares

    1.36% of the 13F portfolio, value $2,653,188.

    13F-HR 0001731466-24-000004 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 9,505 shares
    Change vs previous 13F +13 shares

    1.33% of the 13F portfolio, value $2,424,536.

    13F-HR 0001731466-24-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 9,492 shares
    Change vs previous 13F -132 shares

    1.37% of the 13F portfolio, value $2,459,662.

    13F-HR 0001731466-24-000001 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 9,624 shares
    Change vs previous 13F -167 shares

    1.29% of the 13F portfolio, value $2,175,024.

    13F-HR 0001940416-24-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 9,791 shares
    Change vs previous 13F +410 shares

    1.4% of the 13F portfolio, value $2,038,291.

    13F-HR 0001731466-23-000003 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 9,381 shares
    Change vs previous 13F +50 shares

    1.19% of the 13F portfolio, value $1,806,406.

    13F-HR 0001731466-23-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 9,331 shares
    Change vs previous 13F -9 shares

    1.26% of the 13F portfolio, value $1,811,894.

    13F-HR 0001104659-23-050140 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 9,340 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,060,404.

    13F-HR 0001104659-23-004552 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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