New Insight Wealth Advisors: FDVV position timeline

New Insight Wealth Advisors held 147,453 FDVV 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 147,453 shares

   Change vs previous 13F +3,833 shares

   2.62% of the 13F portfolio, value $8,889,943.

   13F-HR 0002022328-26-000003 filed by New Insight Wealth Advisors
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 143,620 shares

   Change vs previous 13F +7,445 shares

   2.84% of the 13F portfolio, value $7,933,569.

   13F-HR 0002022328-26-000002 filed by New Insight Wealth Advisors
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 136,175 shares

   Change vs previous 13F +33,313 shares

   2.76% of the 13F portfolio, value $7,719,776.

   13F-HR 0002022328-26-000001 filed by New Insight Wealth Advisors
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 102,862 shares

   Change vs previous 13F +82,264 shares

   2.16% of the 13F portfolio, value $5,730,447.

   13F-HR 0002085853-25-000189 filed by New Insight Wealth Advisors
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 20,598 shares

   Change vs previous 13F not available

   0.44% of the 13F portfolio, value $1,071,508.

   13F-HR 0001667731-25-000846 filed by New Insight Wealth Advisors
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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