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New Insight Wealth Advisors: FBND position timeline

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

New Insight Wealth Advisors held 416,538 FBND 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 416,538 shares
    Change vs previous 13F +20,753 shares

    5.59% of the 13F portfolio, value $18,948,335.

    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 395,785 shares
    Change vs previous 13F +9,008 shares

    6.47% of the 13F portfolio, value $18,055,719.

    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 386,777 shares
    Change vs previous 13F +19,774 shares

    6.36% of the 13F portfolio, value $17,807,232.

    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 367,003 shares
    Change vs previous 13F +27,335 shares

    6.38% of the 13F portfolio, value $16,970,227.

    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 339,668 shares
    Change vs previous 13F +19,844 shares

    6.39% of the 13F portfolio, value $15,539,799.

    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 319,824 shares
    Change vs previous 13F +71,632 shares

    6.63% of the 13F portfolio, value $14,599,977.

    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 248,192 shares
    Change vs previous 13F +57,827 shares

    5.58% of the 13F portfolio, value $11,136,365.

    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 190,365 shares
    Change vs previous 13F not available

    4.68% of the 13F portfolio, value $8,897,656.

    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).