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New Insight Wealth Advisors: INTF position timeline

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

New Insight Wealth Advisors held 172,164 INTF 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 172,164 shares
    Change vs previous 13F +34,401 shares

    2.08% of the 13F portfolio, value $7,051,836.

    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 137,763 shares
    Change vs previous 13F +62,091 shares

    1.92% of the 13F portfolio, value $5,367,246.

    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 75,672 shares
    Change vs previous 13F +45,646 shares

    1.02% of the 13F portfolio, value $2,856,618.

    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 30,026 shares
    Change vs previous 13F +10,044 shares

    0.41% of the 13F portfolio, value $1,078,234.

    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 19,982 shares
    Change vs previous 13F +5,903 shares

    0.28% of the 13F portfolio, value $683,984.

    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 14,079 shares
    Change vs previous 13F +6,870 shares

    0.2% of the 13F portfolio, value $434,196.

    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 7,209 shares
    Change vs previous 13F -3,408 shares

    0.1% of the 13F portfolio, value $207,044.

    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 10,617 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $333,692.

    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).