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New Insight Wealth Advisors: DOC position timeline

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

New Insight Wealth Advisors held 176,051 DOC 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 176,051 shares
    Change vs previous 13F +145,282 shares

    1.11% of the 13F portfolio, value $3,767,498.

    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 30,769 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $505,535.

    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).