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New Insight Wealth Advisors: DIAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Insight Wealth Advisors on DIAL, newest first. How the timeline and the estimate are built.

New Insight Wealth Advisors held 79,842 DIAL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,842 shares
    Change vs previous 13F -5,201 shares

    0.43% of the 13F portfolio, value $1,450,729.

    13F-HR 0002022328-26-000003 filed by New Insight Wealth Advisors
    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 85,043 shares
    Change vs previous 13F +6,554 shares

    0.55% of the 13F portfolio, value $1,537,577.

    13F-HR 0002022328-26-000002 filed by New Insight Wealth Advisors
    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 78,489 shares
    Change vs previous 13F +47,987 shares

    0.51% of the 13F portfolio, value $1,440,666.

    13F-HR 0002022328-26-000001 filed by New Insight Wealth Advisors
    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 30,502 shares
    Change vs previous 13F +1,568 shares

    0.21% of the 13F portfolio, value $562,762.

    13F-HR 0002085853-25-000189 filed by New Insight Wealth Advisors
    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 28,934 shares
    Change vs previous 13F -9,203 shares

    0.22% of the 13F portfolio, value $526,888.

    13F-HR 0001667731-25-000846 filed by New Insight Wealth Advisors
    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 38,137 shares
    Change vs previous 13F -14,601 shares

    0.31% of the 13F portfolio, value $681,890.

    13F-HR 0001667731-25-000559 filed by New Insight Wealth Advisors
    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 52,738 shares
    Change vs previous 13F -20,263 shares

    0.46% of the 13F portfolio, value $924,497.

    13F-HR 0001667731-25-000218 filed by New Insight Wealth Advisors
    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 73,001 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,349,058.

    13F-HR 0002022328-24-000002 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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