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
- period ended2026-06-3013F 176,051 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 30,769 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).