Skip to content
Disclosery

New Insight Wealth Advisors: FCAL position timeline

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

New Insight Wealth Advisors held 19,897 FCAL 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 19,897 shares
    Change vs previous 13F -1,275 shares

    0.29% of the 13F portfolio, value $987,930.

    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 21,172 shares
    Change vs previous 13F +3,010 shares

    0.37% of the 13F portfolio, value $1,035,099.

    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 18,162 shares
    Change vs previous 13F +5,090 shares

    0.32% of the 13F portfolio, value $895,516.

    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 13,072 shares
    Change vs previous 13F -2,090 shares

    0.24% of the 13F portfolio, value $637,521.

    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 15,162 shares
    Change vs previous 13F -15,040 shares

    0.3% of the 13F portfolio, value $727,321.

    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 30,202 shares
    Change vs previous 13F +3,100 shares

    0.67% of the 13F portfolio, value $1,466,005.

    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 27,102 shares
    Change vs previous 13F +1,727 shares

    0.67% of the 13F portfolio, value $1,338,026.

    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 25,375 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,273,318.

    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).