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New Insight Wealth Advisors: IVV position timeline

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

New Insight Wealth Advisors held 55,827 IVV 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 55,827 shares
    Change vs previous 13F -1,149 shares

    12.33% of the 13F portfolio, value $41,808,368.

    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 56,976 shares
    Change vs previous 13F +1,342 shares

    13.35% of the 13F portfolio, value $37,217,415.

    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 55,634 shares
    Change vs previous 13F +4,920 shares

    13.61% of the 13F portfolio, value $38,106,135.

    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 50,714 shares
    Change vs previous 13F +1,825 shares

    12.77% of the 13F portfolio, value $33,943,213.

    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 48,889 shares
    Change vs previous 13F -1,263 shares

    12.49% of the 13F portfolio, value $30,355,396.

    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 50,152 shares
    Change vs previous 13F +3,404 shares

    12.8% of the 13F portfolio, value $28,180,465.

    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 46,748 shares
    Change vs previous 13F -1,197 shares

    13.78% of the 13F portfolio, value $27,519,577.

    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 47,945 shares
    Change vs previous 13F not available

    14.55% of the 13F portfolio, value $27,655,828.

    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).