Number of Shares
337
Previous 240 40.42%
Holding current value
$354 Million
Previous $227 Million 55.66%
% of portfolio
0.41%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025

BUY
N/A
97 Added 40.42%
337 $354 Million
Q1 2025

Apr 16, 2025

SELL
N/A
-637 Reduced 72.63%
240 $227 Million
Q4 2024

Jan 17, 2025

BUY
N/A
877 New
877 $895 Million
Track This Portfolio

Track New Century Financial Group, LLC Portfolio

Follow New Century Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Century Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Century Financial Group, LLC with notifications on news.