New Insight Wealth Advisors: DES position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Insight Wealth Advisors on DES, newest first. How the timeline and the estimate are built.
New Insight Wealth Advisors held 9,654 DES shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 9,654 sharesChange vs previous 13F +896 shares
0.12% of the 13F portfolio, value $392,725.
13F-HR 0002022328-26-000003 filed by New Insight Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,758 sharesChange vs previous 13F -140 shares
0.11% of the 13F portfolio, value $314,763.
13F-HR 0002022328-26-000002 filed by New Insight Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,898 sharesChange vs previous 13F -331 shares
0.11% of the 13F portfolio, value $297,638.
13F-HR 0002022328-26-000001 filed by New Insight Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,229 sharesChange vs previous 13F -2,415 shares
0.12% of the 13F portfolio, value $310,833.
13F-HR 0002085853-25-000189 filed by New Insight Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,644 sharesChange vs previous 13F -4,057 shares
0.15% of the 13F portfolio, value $369,813.
13F-HR 0001667731-25-000846 filed by New Insight Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,701 sharesChange vs previous 13F +975 shares
0.23% of the 13F portfolio, value $501,804.
13F-HR 0001667731-25-000559 filed by New Insight Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,726 sharesChange vs previous 13F +7,492 shares
0.25% of the 13F portfolio, value $505,838.
13F-HR 0001667731-25-000218 filed by New Insight Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,234 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $249,501.
13F-HR 0002022328-24-000002 filed by New Insight Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).