New Capital Management LP quarter change: USA Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, New Capital Management LP opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1696731): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Lorne Steinberg Wealth Management Inc. | Canada | $0.422B | 68 |
| Guidance Point Advisors, LLC | United States | $0.422B | 96 |
| Shakespeare Wealth Management, LLC | United States | $0.422B | 100 |
| Retirement Solution LLC | United States | $0.423B | 57 |
| Wealthspring Capital LLC | United States | $0.421B | 195 |
| Dalal Street, LLC | United States | $0.423B | 3 |
| Sands Capital Alternatives, LLC | United States | $0.421B | 21 |
| RIA Advisory Group LLC | United States | $0.421B | 145 |
| SECTOR GAMMA AS | Norway | $0.423B | 42 |
| Triune Financial Partners, LLC | United States | $0.421B | 47 |